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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
Gray Divorce and Its Financial Impact
Have you heard of the term "gray divorce?" It refers to the trend of rising divorce rates among couples that are 50 and older. How could going through a divorce later in life impact plans to get to and through retirement? Let's review this trend of gray divorce and its potential financial impact.
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.
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.