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Posts Tagged ‘beneficiaries’

Tax Filing After Loss of a Loved One

By Brian Ellenbecker | June 1, 2022
Calculator with tax return

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…

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Planning Strategies Under a Lower Estate Tax Exemption

By Brian Ellenbecker | August 16, 2021

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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