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

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.

Estate Planning Article

Introducing Wishlife: Leaving a Lasting Legacy

Wishlife is an easily accessible family library that can be used to store photos, videos, and important documents that you would like to have as a part of your lasting legacy. Want to make sure that your grandchildren and their children and grandchildren know how you and your spouse met? Upload a video of you and your better half discussing how the first date occurred and what each person’s first impression was before falling in love.

The Guided Retirement Show

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.

Estate Planning Podcast

Estate Planning Pitfalls of Going Online

Episode 9 - Jason Salinardi | Attorney, J.D., LL.M Taxation & Garrett Griffin | Attorney, J.D., LL.M Taxation
Today, we continue our discussion by diving a little bit deeper. We focus predominantly on how DIY planning often leads to massive complications for survivors, how events like divorce can lead to serious estate issues after one family member dies, and why you need to work with a counselor or advisor who truly understands the nuances of estate...

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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.