Category: Estate Planning

KF Update – Charitable Giving

4 Minute Read Strategies around charitable giving have evolved since the updates in the most recent tax law, specifically changes around the standard deduction. Far fewer people have the ability to itemize and take a tax deduction for their charitable gifts. That said, there… Continue Reading “KF Update – Charitable Giving”

Retirement Planning Changes Coming in 2020

3 Minute Read The SECURE Act was officially passed in congress last week, putting into law the most significant changes in retirement planning in years.  I will be discussing any applicable planning items with each client at their next review meeting.

Beneficiary Planning

Estate planning can inevitably bring up uncomfortable conversations.  While these conversations can be difficult, the actual planning itself can go relatively smooth with the help of an experienced financial planner.