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Posts Tagged ‘wealth transfer’

Preparing Heirs for Inherited Wealth

By Brian Ellenbecker | February 20, 2026
Inheritance

Preparing Heirs for Inherited Wealth Written By: Brian Ellenbecker, CFP®, EA, CIMA®, AEP®, CPWA®, CLTC® Receiving an inheritance is often not a surprise. It may be outlined in estate documents and…

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WEBINAR: Year-End Tax and Wealth Transfer Planning

By Shakespeare | November 23, 2020

During this session, Brian Ellenbecker will recap key 2020 tax and estate planning rules.  He will also cover planning ideas for your investment portfolio, help you assess year-end tax planning…

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