In 2008, the National Association of Estate Planners & Councils created National Estate Planning Awareness Week. It takes place the third week of October and its purpose is to educate Americans about the importance of estate planning. It’s our goal at Modern Wealth Management to help people keep estate planning top of mind year-round. Dean Barber and Bud Kasper, CFP®, AIF® are going to help explain the differences between a will and a trust and give an overview of the five estate planning documents that everyone needs.

Estate Planning Guide: https://bit.ly/3rVFcka 

Retirement Plan Checklist: https://bit.ly/3M674ZK 

What Is Probate and Why Should I Avoid It?: https://bit.ly/46Z3Cs5 

How to Build Generational Wealth: https://youtu.be/UhBlYVyxYBI

Financial Planning in your 30s & 40s: https://youtu.be/jRbHI3tqlis

Family Financial Planning with Matt Kasper: https://youtu.be/MX0SvvCwnww?si=N_pBA6AZ9emCf7EC

Understanding SECURE 2.0 with Ed Slott: https://youtu.be/HHPMo9l0yeg?si=Dr61Ecp8zQLdMtvo

Financial Planning Tool: https://bit.ly/46LL3Ye 

Meet with Us: https://bit.ly/3twAwSe