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Day: July 2, 2026

June 2026 Estate & Legacy Planning — Monthly Brief · SFM

Four monthly journals representing the June 2026 Estate & Legacy Planning content series — Insight, Resource, Conversation, Commentary — arranged on an oak desk

By Dave Allen, CFP® · Managing Partner, Security Financial Management · CRD #1210763Reviewed by Mike Allen, CFP® · CRD #2587441 · June 30, 2026 · Last reviewed June 30, 2026 Securities offered through Kestra Investment Services, LLC, member FINRA/SIPC (Kestra IS). Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS). Security Financial Management, […]

OBBBA $15M Estate Exemption 2026 — Coordination Commentary

Coordinated estate planning documents fanned across an oak desk with a 2026 federal estate exemption summary card, illustrating OBBBA $15M exemption coordination

By Frank Lovaglio, RFC® · Senior Partner, Security Financial Management · CRD #1299700Reviewed by Dave Allen, CFP® · CRD #1210763 · June 29, 2026 · Last reviewed June 29, 2026 Securities offered through Kestra Investment Services, LLC, member FINRA/SIPC (Kestra IS). Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS). Security Financial Management, […]