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Estate Planning Guide
One of the most important things you can do for them is to ensure that when you pass away, your estate is protected.
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Estate Planning Guide
One of the most important things you can do for them is to ensure that when you pass away, your estate is protected.
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Estate Planning Article
10 Reasons We Said YES to a Deal (A Buyer’s Perspective)
In episode six of The Modcast, hosted by Gary Roth and Jason Gordo, they discuss 10 reason they said yes to a deal, a buyer's perspective.
Estate Planning Article
The Surge of M&A Activity in Wealth Management
In episode five of The Modcast, hosted by Gary Roth and Jason Gordo, they discuss the acceleration of M&A activity in wealth management.
Estate Planning Article
M&A: The Hottest Topic in the RIA Space
In episode three of The Modcast, hosted by Gary Roth and Jason Gordo, they continue digging into Gary's article series in CityWire on why organic growth matters so much in the RIA space.
The Guided Retirement Show
Estate Planning Podcast
Estate Planning Mistakes to Avoid with Tim Denker
Tim Denker | Denker Law Firm, LLC
Dean Barber could talk for hours about estate planning mistakes to avoid. On Episode 113 of The Guided Retirement Show, Dean decided to cover some of the most common estate planning mistakes that he and Tim Denker of Denker Law Firm, LLC have witnessed. Tim founded Denker Law Firm, LLC in 2006 and has practiced estate planning and business law since 2003.1 Dean and Tim want you to be informed when it comes to estate planning and are going to nine mistakes to avoid.
Estate Planning Podcast
A Successor Trustee Checklist with Matt Kasper, CFP®, AIF®
Matt Kasper, CFP®, AIF® | Modern Wealth Management Executive Advisor
Estate planning can be a complicated issue. It can run smoothly or there can be a lot of pitfalls that you don't foresee. As Matt Kasper, CFP®, AIF® makes his third appearance on The Guided Retirement Show, he and Dean Barber will go over some key items for successor trustees while discussing the importance of having a solid estate plan and being transparent about your wishes with the next generation.
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PDF Document
Estate Planning Guide
One of the most important things you can do for them is to ensure that when you pass away, your estate is protected.
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Video
Rules on Gifting Money to Family
How do wealth transfer and gifting affect your taxes? What are some strategies that you can use to transfer wealth to the next generation as tax efficiently as possible? Director of Tax Corey Hulstein answers those questions and review rules on gifting money to family on the Modern Wealth Management Educational Series.