Estate Planning

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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.

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Estate Planning Article

Estate Tax: How Will My Assets Be Taxed When I Die? 

You are probably aware that the government can tax you when you earn income from work, make money on investments, take withdrawals from accounts, and even tax the income you receive when you claim Social Security benefits. Were you aware that the government can also tax your estate (and your beneficiaries) on the assets you own when you die? 

Estate Planning Article

5 Reasons to Update Your Estate Plan Today

It's National Estate Planning Awareness Week, and with what everyone has experienced in 2020, we thought it was prudent to go over some reasons to update your estate plan today. 

Estate Planning Article

Top 10 Financial Planning Considerations

It's National Financial Planning Month! Join Dean Barber and Bud Kasper as they outline the top ten financial planning considerations. This is by no means a complete list of everything you need to do, but if you get these top ten in your financial plan, it can help you get clarity, confidence, and control for your retirement.

The Guided Retirement Show

Estate Planning Podcast

Understanding Donor-Advised Funds and Charitable Giving

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.

Estate Planning Podcast

How to Leave a Legacy that’s More Than Just Money with Ben Weisshaut

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.

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Video

Is a Will Enough?

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.

Video

The SECURE Act & Your Retirement: An Expert Roundtable

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.

Video

Savvy IRA Planning for Boomers

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.