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Inherit $100 and Advance to Go!
Category: Financial Planning » Estate & Transfer Planning
Before taking action on your inheritance, here are three things to consider.
Women Live Longer – What That Could Mean for Your Estate
Category: Financial Planning » Estate & Transfer Planning
Let's discuss what you need to consider if you become a surviving spouse with a focus on estate considerations.
OBBBA Explained: What the 2025 Tax Bill Might Mean for You | Financial Perspectives
Category: Financial Planning » Estate & Transfer Planning
The One Big Beautiful Bill Act (OBBBA), signed July 4, 2025, updated tax law: rates extended, new $6K senior deduction, higher SALT cap with limits, charitable deduction floor, and a $15M estate exemption. This month, Marcus Iwig joins Kent Kramer to explain what these updates mean — and why most taxpayers may see only modest impact.
2025 Year-End Tax Strategies: DAFs, QCDs, 401(k) Limits, Roth Conversions | Financial Perspectives
Category: Financial Planning » Estate & Transfer Planning
December 31st is fast approaching! This month, Kent Kramer and Caleb Brown walk through what's worth reviewing before the end of the year — timing, thresholds, and a simple way to prioritize the strategies that may be worth considering.
Webinar: Tax Reduction Strategies & Why Timing Matters
Category: Financial Planning » Estate & Transfer Planning
December 31st is fast approaching! In this webinar, Kent Kramer and Caleb Brown walk through what's worth reviewing before the end of the year — timing, thresholds, and a simple way to prioritize the strategies that may be worth considering.