Inherit $100 and Advance to Go!
Category: Financial Planning » Estate & Transfer Planning
Before taking action on your inheritance, here are three things to consider.
Chart of the Month – August 2025
Category: Financial Planning » Estate & Transfer Planning
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.
Don’t Get Into A “Rut” with Estate Planning! Three steps for Better Outcomes.
Category: Financial Planning » Estate & Transfer Planning
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.
Estate Planning: A Gift to Your Loved Ones
Category: Financial Planning » Estate & Transfer Planning
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.
2025 Estate Planning: Tax Updates, Key Documents, & Important Conversations | Financial Perspectives
Category: Financial Planning » Estate & Transfer Planning
This month, Ashlee Vieregger joins Kent Kramer to explore how the new tax law could impact your estate plans. Learn about the new $15M exemption, charitable giving changes, essential documents, and why talking to your family about your plans matters more than ever.
Chart of the Month – July 2025
Category: Financial Planning » Estate & Transfer Planning
Wealth doesn’t just grow—it’s built over time, shaped by good habits, smart choices, and life’s ups and downs. In this blog, we take a closer look at the generations of wealth and why intentional estate planning matters now more than ever.
How Deep Is Your Bullpen?
Category: Financial Planning » Estate & Transfer Planning
You can’t have a championship team without a deep bench at your disposal. Foster Group takes the same approach, while we have a dedicated advisory team for every client we also have advisors with various skill sets that we can pull out of the bullpen and into a meeting at the right time.
A Rude Awakening — You Need an Estate Plan Today!
Category: Financial Planning » Estate & Transfer Planning
Just as the McCallisters left Kevin behind in their rush to the airport, without a Will, Trust, or Powers of Attorney in place, you risk leaving your loved ones unprotected and unprepared when you don't have an estate plan. Don’t delay—make your estate plan today!
Financial Planning for Women: Preparing for a Longer Life Expectancy
Category: Financial Planning » Estate & Transfer Planning
We continually hear that women are statistically likely to live longer than men. While there is not a one size fits all financial plan, there are a few things you can think about as a woman.
Inherit $100 and Advance to Go!
Category: Financial Planning » Estate & Transfer Planning
Before taking action on your inheritance, here are three things to consider.
Chart of the Month – August 2025
Category: Financial Planning » Estate & Transfer Planning
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.
Don’t Get Into A “Rut” with Estate Planning! Three steps for Better Outcomes.
Category: Financial Planning » Estate & Transfer Planning
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.
Estate Planning: A Gift to Your Loved Ones
Category: Financial Planning » Estate & Transfer Planning
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.
2025 Estate Planning: Tax Updates, Key Documents, & Important Conversations | Financial Perspectives
Category: Financial Planning » Estate & Transfer Planning
This month, Ashlee Vieregger joins Kent Kramer to explore how the new tax law could impact your estate plans. Learn about the new $15M exemption, charitable giving changes, essential documents, and why talking to your family about your plans matters more than ever.
Chart of the Month – July 2025
Category: Financial Planning » Estate & Transfer Planning
Wealth doesn’t just grow—it’s built over time, shaped by good habits, smart choices, and life’s ups and downs. In this blog, we take a closer look at the generations of wealth and why intentional estate planning matters now more than ever.
How Deep Is Your Bullpen?
Category: Financial Planning » Estate & Transfer Planning
You can’t have a championship team without a deep bench at your disposal. Foster Group takes the same approach, while we have a dedicated advisory team for every client we also have advisors with various skill sets that we can pull out of the bullpen and into a meeting at the right time.
A Rude Awakening — You Need an Estate Plan Today!
Category: Financial Planning » Estate & Transfer Planning
Just as the McCallisters left Kevin behind in their rush to the airport, without a Will, Trust, or Powers of Attorney in place, you risk leaving your loved ones unprotected and unprepared when you don't have an estate plan. Don’t delay—make your estate plan today!
Financial Planning for Women: Preparing for a Longer Life Expectancy
Category: Financial Planning » Estate & Transfer Planning
We continually hear that women are statistically likely to live longer than men. While there is not a one size fits all financial plan, there are a few things you can think about as a woman.
When to Review Your Estate Plan
Category: Financial Planning » Estate & Transfer Planning
Being proactive with your estate plan helps to ensure that it will continue to serve your needs and wishes, providing clarity and security for you and your loved ones. Let's look at some examples of events and situations that typically require updates to your estate plan.
The Magic of Writing a Letter
Category: Financial Planning » Estate & Transfer Planning
How the magic of writing a letter could help convey your intentions to a beneficiary.
Passing on the Spirit of Generosity in a Tax Smart Manner
Category: Financial Planning » Estate & Transfer Planning
If you are giving to charities now or plan to in the future, you may possess the “Spirit of Generosity.” How do you pass that “Spirit of Generosity” on to your children and/or grandchildren?