Category

Tax and Estate Planning

A&I Financial Services

A great resource for you to help your loved ones at the end of your life, and after you pass away.
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Join Nathan Merrill and Karl Frank CFP® as they share ideas about tax harvesting. First, learn what it means to harvest a tax loss and how it benefits you. Then, learn about some risks you might not have thought about when you choose to do it. Plus, learn some good strategies and when this benefits...
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Life Planning
Halloween is here! Let’s make it real. Here are The Top Five Regrets of the Dying, written by Bronnie Ware in 2009.  Our friend Annalee Kruger has spent more than 30 years as a professional caregiver and is now an instructor to caregivers, as well as financial planners like me. Regrets of the dying: I...
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Family is an Asset Join Nathan Merrill and Jeff Krommendyk as they continue their interview with a special guest who discusses how family is an asset. We can diversify our money, as well as everything that means the most to us.
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In this episode Nathan Merrill and Jeff Krommendyk interview Monroe “Roey” Diefendorf, who is a member of a 5 generational family legacy business.  Roey discusses many of the challenges which multi-generational families (or those desiring to transmit family business and wealth among multiple generations) face.  He talks about the challenges his family had to overcome...
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In this episode Nathan Merrill and Jeff Krommendyk interview Monroe “Roey” Diefendorf, who is a member of a 5 generational family legacy business.  Roey discusses many of the challenges which multi-generational families (or those desiring to transmit family business and wealth among multiple generations) face.  He talks about the challenges his family had to overcome...
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A Family Reunion Can Help Prepare Your HeirsNathan Merrill and Karl Frank, CFP talk about a fun way to help prepare the heirs–the family reunion! Here are a handful of fun and practical ideas to turn an event that has been the butt of many jokes, and funny movies, and turn it into something that...
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A Good Inheritor of Wealth Nathan Merrill and Karl Frank, CFP discuss how to prepare an inheritor of wealth. Building off previous podcasts, we discuss some practical and fun actions we can take to help the next generations become the best versions of themselves they can be.Like training your kids to be good at golf,...
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Many people ask, should I name my trust as beneficiary of my IRA? The answer is, it depends. Read this Periscope for a quick summary and click the link to learn more details, and to understand the IRS rules around inheriting an IRA*. Advantages of Trust as Beneficiary One big advantage of the trust as...
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Wealth is a Disruptor  Nathan Merrill and Karl Frank, CFP say wealth is a disruptor. It could be a force for good or bad! First principles, how is money a disruptor? Help define the benefactor’s goalsThink about it from the inheritor’s sideNow think about it four generations out, what will they value? Likely not the money…Hear a...
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