The Step-Up In Basis Rule: What to Know When Estate Planning
Understanding the Step-Up In Basis rule can be one of the most powerful levers in an estate plan. Explore strategies for creating your legacy plan.
Back
Hi, I’m Glenn.
Let's talk about your financial future.
Glenn Werner
Vice President
I can help you with:
- Distribution & Income-Oriented Strategies
- Retirement Planning
- Annuity and Life Insurance Reviews
- 401(k) Rollovers and IRAs
- Tax-Efficient Strategies
- College Savings Plans
- Personalized Service and Complimentary Consultations
Recent Articles
Staying the Course: Navigating Market Uncertainty in Investment Planning
Learn the role of diversification, time horizon and risk in your investment planning that can help you keep towards your goals during market uncertainty.
May 13, 2026
Life Insurance in Retirement: Do You Still Need It?
Carrying life insurance in retirement depends on your specific financial picture, your obligations, and what the policy itself has accumulated.
May 11, 2026
The Financial Legacy Conversation Families Should Have Before Mother’s Day
Mother's Day can be a meaningful time to discuss financial legacy, caregiving plans, and retirement challenges women face before critical decisions arise.
May 8, 2026
Your Investment Counselor