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

How Much Should You Have in Retirement Savings by Age?

Wanting to know how much you should have in retirement savings by age is a simple question to ask, but there are several questions that need to be asked before that to help get your unique answer. We'll take you through some of those questions and provide a hypothetical scenario of what retirement savings by age journey can look like.

Estate Planning Article

What Is the Guided Retirement System?

You’ve probably heard Dean Barber and Bud Kasper mention the Guided Retirement System several times on America’s Wealth Management. Here is their step-by-step breakdown of the Guided Retirement System to ensure people understand what it is all about.

Estate Planning Article

Securing Your Estate Plan

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.

The Guided Retirement Show

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.

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.

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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.

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.