Leaving Your Assets Tax Advantaged and Tax Free: Estate and Legacy Planning Series Part 4 of 6 | Ep #65
In the world of wealth management, estate planning is more than just dividing up assets — it’s about preserving your legacy and ensuring your beneficiaries receive the full benefit of what you’ve built.
Titling Your Assets Correctly: Estate & Legacy Planning Series Part 3 of 6 | Ep #64
Estate planning involves more than just creating a will or setting up a trust. One of the most overlooked but critical aspects of estate planning is proper asset titling.
Beneficiary Designations (cont.): Estate & Legacy Planning Series Part 2 of 6 | Ep #63
Did you know that beneficiary forms override wills and trusts for many financial accounts? In this episode of Protecting and Preserving Wealth, we dive into why updating your beneficiary designations is essential for estate planning success.
Beneficiary Designations: Estate and Legacy Planning Series Part 2 of 6 | Ep #62
In the second installment of our estate and legacy planning series, we highlight the critical role of beneficiary designations in securing and managing wealth.
Estate Planning Documents: Estate & Legacy Planning Series Part 1 of 6 | Ep #61
In this episode, we’re kicking off our six-part series on estate and legacy planning. We dive into the critical steps of preparing for the Great Wealth Transfer—an estimated $84 trillion passing to the next generation by 2045.
IRA Changes with SECURE Act 2.0 | Ep #57
Bruce and Alex Koury dive into the changes introduced by the SECURE Act 2.0, which has made significant modifications to IRA and trust regulations.
Your Kids Can’t Convert Your IRA to a Roth | Ep #54
In this episode, we focus on this crucial aspect of estate planning: converting your IRA to a Roth IRA before passing it to your children.
Securing Your Estate: What To Do Now with Jon Linford – Part 2 | Ep #52
In part two, with estate attorney Jon Linford, we discuss crucial estate planning considerations as we approach the 2026 sunset of the Tax Cuts and Jobs Act.
Essential Estate Planning: Navigating Trusts, Taxes, and Digital Assets with Jon Linford – Part 1 | Ep #51
In part 1 of our Estate Planning Podcast Episodes, I welcome Jon Linford, a seasoned estate planning attorney from Morris Hall. We delve into the complexities and critical considerations of estate planning, a topic of utmost importance for anyone concerned about their financial future.
Moving to a Tax-Free Retirement – 8 Steps You Can Take For Success!
Hello, my name is Bruce Hosler, and I am the author of the book MOVING TO TAX-FREE. I am writing this article to help you begin taking steps to make your move to a tax-free retirement. Sometimes it can be hard to get started moving in a completely different direction.