Bautis Financial
Secure your Castle, Achieve your Dreams.
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, …
Protect and control your assets after your lifetime with trusts. Watch this video to learn how trusts can help carry out your wishes.
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 …
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 …
