Estate Planning

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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.


Estate Planning Article

529 Rollover to a Roth IRA – What You Need to Know

Thanks to the SECURE Act 2.0, a 529 plan can rollover to a Roth IRA under certain conditions, effective January 1, 2024.

Estate Planning Article

Special Needs Trusts Rule Changes from SECURE 2.0

While it wasn’t as earth shattering as the SECURE Act, Congress did implement some important new retirement rules in the SECURE Act 2.0. We’ve reviewed several of those rules since SECURE 2.0 went into effect on January 1, 2023, but there are a few rules that haven’t received much publicity that we still need to go over. Today, we’re going to review special needs trusts and other important financial planning strategies for those who are caring for children with special needs.

Estate Planning Article

Transferring Wealth: IRAs Are a Bad Option

Do you remember when IRAs were good? Congress messed that up with the SECURE Act. IRAs are now a bad wealth transfer option. Dean Barber and Bud Kasper will help explain why that is and what all to consider when transferring wealth to your loved ones.

The Guided Retirement Show

Estate Planning Podcast

Family Financial Planning with Matt Kasper

Episode 81 | Matt Kasper | Modern Wealth Management CFP® Professional
Leaving a legacy is very important to a lot of people. Dean Barber and Matt Kasper discuss how to go about family financial planning.

Estate Planning Podcast

Planning for RMDs with Will Doty

Episode 74 | Will Doty | CFP® Professional
Will Doty and Dean Barber explain RMDs, tax planning opportunities surrounding RMDs, how RMDs factor in when leaving money behind for the next generation, and so much more.




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.


What Is Tax Diversification?

Tax Diversification may not sound like a very exciting topic, but if done correctly over your lifetime, you can pay substantially less in taxes. Our Director of Tax, Corey Hulstein, joins Dean Barber on the Barber Educational Series to explain what tax diversification is and why it’s so important to achieve a successful retirement.


Dr. Alan Molk Presents “Saving Lives, Saving Dignity”

In this webinar, Dr. Alan Molk tells the story of why he wrote his book, Saving Lives, Saving Dignity. He presents his background as an emergency room physician of 40 years, and why he believes having advanced health care directives is imperative for you and your family.