Revisiting 5 Estate Planning Strategies to Consider
Ryan Richardson, CFP®, ChFC®, Senior Wealth Management Advisor | Chase Hayhurst, CFP®, Senior Wealth Management Advisor | Thursday, May 14, 2026
Benjamin Franklin once said, “In this world, nothing is certain except death and taxes.” Five years from when we first published this piece, the federal estate tax picture is more generous for families with the passage of the One Big Beautiful Bill Act (OBBBA) outlining tax changes for the next few years and some potentially longer.
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Giving and Gravy
Aubrey Brown, CFP®, EA, M.S. Wealth Management Advisor | Brooke Boone Kelly, CFP®, MACC, Wealth Management Advisor, Partner | Thursday, November 21, 2024
November brings colder weather, fantastic food and attention to GIVING. While the centerpiece at the Thanksgiving table may be a gravy dish, the conversations around the table may focus on Giving. Giving can be categorized in three main areas. When it comes to giving assets, there are several ways to give in a tax advantaged […]
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How to Have Successful Conversations Around Wealth Transfer
Ryan Richardson, CFP®, Senior Wealth Management Advisor | Brooke Boone Kelly, CFP®, MACC, Wealth Management Advisor, Partner | Thursday, July 27, 2023
The much anticipated “Great Wealth Transfer” is looming on the horizon. Over the next few decades, an estimated $30 to $68 trillion will be passed down from baby boomers to their Gen X and millennial children (source: Forbes). Additionally, the current federal estate tax exemption is $12.92 million per person, or just shy of $26 […]
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WAM’s Guide to Giving
Aubrey Brown, CFP®, CRPC®, M.S. Wealth Management Advisor | Brooke Boone Kelly, CFP®, MACC, Senior Wealth Management Advisor | Thursday, November 17, 2022
It’s that time of the year again when we celebrate Thanksgiving and start preparing for year end! For many of our clients it is an opportunity to give thanks and give back to their communities in the form of charitable donations. The charitable landscape has grown significantly during the last couple of decades and progressed […]
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5 Estate Planning Strategies to Consider
Brooke Boone Kelly, CFP®, MACC, Wealth Management Advisor | Cole Hansen, CFA, CFP®, Wealth Management Advisor | Thursday, April 22, 2021
Benjamin Franklin once said, “In this world, nothing is certain except death and taxes.” Given the recent shift in presidential power, there has been a renewed focus around potential tax and estate law changes under the Biden Administration. Specific to estates, there is a proposal for the estate exclusion amount to drop from the current […]
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