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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
Inherited IRA Rules and the SECURE Act
The rules of inherited IRAs can be extremely difficult to understand due to the SECURE Act, yet they must be understood. The IRS has issued its final SECURE Act regulations, so we’re going to review the inherited IRA rules and explain how they can affect different beneficiaries.
Estate Planning Article
The Great Wealth Transfer Has Arrived
The Great Wealth Transfer is here and will continue to evolve over the next two decades. Whether you’re on the giving end or receiving end of a wealth transfer, there are several things that everyone needs to know about how multigenerational wealth transfer works.
Estate Planning Article
What Happens to Your 401(k) When You Die?
If you have a significant other, children, grandchildren, or other family members who you love dearly, you need to understand what happens to your 401(k) when you die. When you die, your 401(k) typically is inherited by the beneficiaries that you’ve listed on your 401(k) plan. However, there are different rules for different beneficiaries. Let's review those rules and the importance of keeping your beneficiaries up to date.
The Guided Retirement Show
Estate Planning Podcast
Estate Planning Mistakes to Avoid with Tim Denker
Episode 113 | 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®
Episode 108 | 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.
Watch
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.
Video
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.