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

Inherited IRA Rules and the SECURE Act

The rules of inherited IRAs are extremely difficult to understand due to the SECURE Act, yet they must be understood. Dean Barber and Bud Kasper review the inherited IRA rules and explain how they can affect different beneficiaries.

Estate Planning Article

RMD Penalty Waived for 2021 and 2022 Missed RMDs within 10-Year Rule

The IRS has issued a notice that waives the 50% penalty on missed RMDs from 2021 and 2022 on IRAs that fall within the 10-year payout rule.

Estate Planning Article

Understanding Your Tax Allocation

Logan DeGraeve breaks down the three tax allocation buckets and how proper tax diversification can make a big difference in your retirement.

The Guided Retirement Show

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.

Estate Planning Podcast

Saving Lives and Saving Dignity with Dr. Alan Molk

Episode 48 | Alan Molk - Physicial & Author of Saving Lives. Saving Dignity: A Unique End-of-Life Perspective From Two Emergency Physicians
In today’s conversation, Dr. Molk and I talk about the unintended consequences of the incredible medical innovations developed over the last several decades. We discuss the growing need for palliative care (and what makes it different from hospice care), and why planning for healthcare emergencies of all kinds is a vital part of any retirement plan.

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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.

Video

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.

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.