Greg Carlson | Feb. 12, 2026

What Happens If You Die Without an Estate Plan in Minnesota?

No one likes to think about their own mortality, but planning for the future is one of the most important…

Greg Carlson | Jan. 21, 2026

The 65‑Day Election | How You Can Still Cut Your Prior‑Year Tax Bill

The 65-Day election allows complex trusts and estates to treat distributions made within the first 65 days of the new…

Chris Wittich | Dec. 4, 2025

Your Retirement Roadmap Webinar: Navigating Financial Planning, Taxes, Social Security & Medicare

This webinar focused on retirement planning and covered key considerations for Social Security and Medicare planning, financial planning, tax strategies,…

Greg Carlson | Nov. 4, 2025

Minnesota Estate Tax Planning: Understanding Residency, Domicile Rules, and the $3 Million Exemption

The One Big Beautiful Bill increased the federal estate tax exemption to $15 million per person, or $30 million for…

Chris Wittich | Jul. 9, 2025

The One Big Beautiful Bill Webinar Recording

We’ve been closely monitoring this legislation, and now that it’s law, it’s time to understand what it means for you.…

Stephanie Stoup | Jun. 3, 2025

Why You Should Create and Regularly Update Your Estate Plan

Creating and regularly updating your estate plan is an essential step in securing your future and providing peace of mind…

Greg Carlson | Jul. 22, 2024

The Danger of Using Company-Owned Life Insurance to Fund a Buy-Sell Agreement

The case of Connelly v. United States was decided by the Supreme Court on June 6, 2024. The case concerned…

Greg Carlson | Jun. 6, 2024

Poised for Exit Podcast

Boyum Barenscheer’s Gregory Carlson CFP, MBT, CDFA, RICP, CMAA, PFS, CPA joined Julie Keyes in the latest episode of the…

Greg Carlson | Feb. 2, 2024

Encouraging Charitable Donors to Include You in Their Estate Plans

Even if current donations are your not-for-profit’s bread and butter, you can’t afford to neglect planned, legacy or deferred gifts.…

John Csargo | Apr. 12, 2023

10 Things You Need to Know About Secure 2.0

Congress passed secure Act 2.0 at the end of December 2022 the article below summarizes some of the major elements…

John Csargo | Jun. 2, 2021

The Long and Short of Succession Planning

For many business owners, putting together a succession plan may seem like an overwhelming task. It might even seem unnecessary…

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