Tag: Estate Planning
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How We Help Clients: The Service Calendar
by Clint Kraft
Bad strategy can sink a financial plan fast. But a great plan can still break if the right things don’t get done at the right time. A Roth conversion that never happened because no one circled back in December. A forgotten RMD. An old 401(k) sitting unmanaged because it wasn’t “urgent.” A beneficiary designation from…
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What does Kraft Capital really do for Clients?
by Clint Kraft
“So, what do you actually do?” This is the most common question I get from people who have read a few of my articles or know that I’m an advisor. Over time, I’ve realized that most people have a limited understanding of what a financial advisor can actually help them with. This is at no…
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Death Tax: What You Need to Know
by Clint Kraft
A client asked me last week, “Am I going to get hit with a death tax?” The term “death tax” gets thrown around a lot, and it sounds scary. But here’s the good news: most people won’t ever pay a federal death tax. What Is the “Death Tax” Anyway? When people say “death tax,” they…
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Do I Need a Will or a Trust?
by Clint Kraft
Many people put off estate planning, assuming it’s only for the elderly. However, having a Will or Trust in place can be important at nearly every stage of life. These documents ensure that your assets go to the right people, your loved ones are taken care of, and your end-of-life wishes are honored. It can…