Posts Tagged ‘beneficiaries’
Responsibilities of a Trustee
Responsibilities of a Trustee Written By: Ryan Rink, CFP®, EA, ChFC®, CLTC® When an individual is named as a trustee, they assume a significant role that carries both financial and legal…
Read MoreTax Filing After Loss of a Loved One
Tax Filing After Loss of a Loved One Written By: Brian Ellenbecker, CFP®, EA, CPWA®, CIMA®, CLTC® Losing someone close to us is one of the most challenging times we…
Read MorePlanning Strategies Under a Lower Estate Tax Exemption
By Brian Ellenbecker CFP®, EA®, CPWA®, CIMA®, CLTC® Estate tax planning has seen dramatic changes over the past 20 years. In 2000, the estate tax exemption was just $675,000 with a top…
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