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    • Home
    • About
      • Our Team
        • Nate Richter
        • Matthew A. Peterson
        • Jon Kattke
        • Joy Hess
        • Carol Richardson
        • Michelle Jensen
      • What We Do
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      • Weekly Market Commentary
    • Process
      • Six Areas of Planning
      • Plan Steps
    • Client Testimonials
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Salt Financial
Salt Financial
  • Home
  • About
    • Our Team
      • Nate Richter
      • Matthew A. Peterson
      • Jon Kattke
      • Joy Hess
      • Carol Richardson
      • Michelle Jensen
    • What We Do
    • Blog
    • Weekly Market Commentary
  • Process
    • Six Areas of Planning
    • Plan Steps
  • Client Testimonials
  • Contact
  • Client login

Estate Planning

Estate Tax Changes in 2025

  • April 12, 2025
  • saltadmin
  • Estate Planning, Tax Planning
Changing policies and regulations periodically reshape the landscape of estate tax laws. In 2025, wealthy individuals must be aware of critical changes impacting their estate planning strategies. This article...
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Death and Taxes: What to Know About Estate and Inheritance Taxes

  • December 31, 2024
  • saltadmin
  • Estate Planning, Tax Planning, Uncategorized
There are only two things in life you can count on happening at some point–death and taxes. In death, these two circumstances can come together at the same time....
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An Estate Planning Guide for Beginners

  • April 30, 2024
  • saltadmin
  • Estate Planning
Estate planning is a comprehensive process that involves organizing your assets and making informed decisions concerning how your wealth will be handled before and after death. It is a...
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Recent Posts

  • Avoid Impact of Double Distribution: First and Second Required Minimum Distributions
  • How to Take Advantage of Compound Interest
  • What are SEP IRAs?
  • What is a rollover IRA, and do I need one?
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Salt Financial
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Securities offered through LPL Financial, Member FINRA | SIPC. Investment advice offered through Strategic Wealth Group, a Registered Investment Advisor. Salt Financial and Strategic Wealth Group are separate entities from LPL Financial. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AZ, CA, CO, IA, IL, MI, MN, MO, ND, SD, TX, WI, FL, KS, LA, NV, OR.

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