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In this episode, Kristina Schnuckel and Heather Deaton break down how recent changes under the OBBBA legislation are reshaping charitable giving strategies. Whether you're a seasoned donor or just beginning to explore philanthropy, they'll guide you through what's changed, what still works, and how to align your giving with your financial goals.
What does it really mean to be a trustee? Heather Deaton teams up with estate planning attorney Phil Remmers to break it down in...
Join Tammy Niemann, EIG Wealth Advisor, and Kristina Schnuckel, EIG Wealth Advisor and Director of Client Experience, and take the first step toward financial...
Karen Ellenbecker, EIG Founder and Senior Wealth Advisor, talks with Mary Brown, President of Campbell Newman Asset Management about the history and philosophy of...