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Bautis Financial

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Estate Planning

Estate Planning Using Roth IRA and Life Insurance

How to Build Your Estate Plan Using Roth IRAs and Life Insurance

March 24, 2021 by Bautis Financial

Both Roth IRAs and cash value life insurance policies offer compelling tax benefits for the right people. Life insurance and Roth IRAs have a lot in common. They are both often used as wealth transfer tools to help facilitate an efficient transfer of assets from one generation to the next. Despite their many similarities, however, …

Read moreHow to Build Your Estate Plan Using Roth IRAs and Life Insurance
Power of a Trust

The Power of a Trust

January 7, 2020 by Marc

Protect and control your assets after your lifetime with trusts. Watch this video to learn how trusts can help carry out your wishes.

Read moreThe Power of a Trust

The Cost Of Not Choosing A Guardian For Your Children

June 20, 2018 by Marc

I am frequently asked whether or not someone should get a will. It is a good idea for everyone to have a will, however if  someone has minor children I feel so strongly about it that I think it should be a requirement to have one so that a guardian can be named. If something …

Read moreThe Cost Of Not Choosing A Guardian For Your Children

Why Everyone Needs a Will

March 21, 2014 by Bautis Financial

A will is a legal document that specifies who will inherit your bank accounts, real estate, jewelry, cars, and other property after you die. A will tells the world exactly where you want your assets distributed when you die. For parents, making a will is the single most important thing you can do to make …

Read moreWhy Everyone Needs a Will

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Bautis Financial
7 North Mountain Ave
Montclair, NJ 07042
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  • Schedule a Call
  • Podcasts
    • Agent of Wealth
    • Clear a Path
  • About
    • Our Approach
    • Our Team
    • Our Difference
  • Who We Work With
    • Individuals and Families
    • Small Business Owners
    • Retirees and Pre-Retirees
    • 401k Plan Sponsors
  • Insights
    • Blog
    • Business Valuation Advisor
    • Discover How
    • Risk Score
    • Learning Center
  • Client Access
    • Wealth Center
    • Orion

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