Estate Planning Checklist
While it may be unpleasant to think about, the time you spend preparing your estate now will help your loved ones to cope later, and will also ensure your wishes will be carried out.
Did you know that the most expensive estate plan is actually the lack of an estate plan? Join Dean Barber and Bud Kasper as they discuss securing your estate planning and mistakes to avoid. They have some interesting stories to tell and some tricks and tips to make sure that your estate plan is right for you.
all of the components of a well-designed financial plan, estate planning might be the one that people like to think about the least. After all, you're confronting and dealing with your own mortality. Let's take a few minutes to review some of the common estate planning mistakes and learn how we can avoid them.
On May 5th of 2021, the House Ways and Means Committee passed the 2.0 of the SECURE Act, nicknamed the Son of the Secure, officially known as the Securing a Strong Retirement Act of 2021.
Episode 38 | Christopher Rigsby, CAP® - Relationship Manager at Greater Kansas City Community Foundation & Greater Horizons
Joining me to talk about what happened and what to do about it is Chris Rigsby. Chris is from the Greater Kansas City Community Foundation, where he’s helping people find new ways to continue their charitable giving with strategies such as donor-advised funds, and take advantage of the updated tax code.
Episode 32 - Ben Weisshaut | Founder & CEO of Wishlife
Today, Ben joins the podcast to talk about how families can go deeper than money and create an emotional legacy to leave to your family. You’ll find out what he learned from interviewing countless families about what matters the most to them, what it means to build a responsible legacy, and how retirees are changing their plans in a world where it’s unsafe to travel to stay closer to family in difficult times.
In this webinar, Estate Planning Attorney Garrett Griffin, illustrates the differences in wills and trusts, what you can do to protect your legacy, and why it's important to develop your estate plan with your family in mind. You don't put together an estate plan for yourself, you do it for your loved ones.
Here's the truth: The SECURE Act has changed everything. You basically have three choices on where you can send your money when you pass on. It can be to a charity, the ones you love, or to the government. And the SECURE Act has basically ensured that if you do nothing, the third option will be your choice.
Financial Advisor Drew Jones presents an updated version of our Savvy IRA Planning for Boomers webinar. IRA Planning is a complex process. Factor in recent changes from the SECURE Act, and it gets even further complicated. We're here to clear up the noise as Drew presents Savvy IRA Planning for Boomers.