An estate plan is a gift to your loved ones. In this blog, Stacie outlines the key documents everyone should have in place—and why they matter.
Check out these three steps to avoid an estate planning “rut” which will help ensure that your wishes are carried out and give your heirs and fiduciaries a better understanding of your intentions.
Many Iowa farms are likely to change hands over the next 20 years. Learn why preparing now can help protect the legacy and livelihood of Iowa’s family farms.
Before taking action on your inheritance, here are three things to consider.
Let's discuss what you need to consider if you become a surviving spouse with a focus on estate considerations.
In his latest blog post, Caleb Brown breaks through the clutter of Trump’s One Big Beautiful Bill. What you need to know about all the changes and how they could affect your tax situation.
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.
With the recent enactment of the One Big Beautiful Bill Act, it's essential to understand how these changes can impact your financial plan. Join Marcus as he discusses some actions you might want to consider based on the new tax law.
Investing is about the future. Your future. In this webinar, learn how to address your financial circumstances today, adjust your portfolio as your needs change, and help achieve your long-term goals.
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