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Bautis Financial

Bautis Financial

Secure your Castle, Achieve your Dreams.

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bautis financial secure your castle achieve your dreams

Estate Planning

The primary objective of a comprehensive estate plan is to make sure that the maximum value of a person’s estate (everything solely or jointly owned by a living person) reaches the intended beneficiaries. Many people believe that having a Will completes the estate planning process; however, a Will does not cover all aspects of estate planning. In addition, many people do not plan their estate in the most tax efficient manner. By using the tools of Trusts, The Will, Joint Ownership, and Lifetime Gifts, Marc Bautis will work in conjunction with an attorney to ensure that your wishes will be fulfilled.

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Contact

Bautis Financial
7 North Mountain Ave
Montclair, NJ 07042
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862-205-5800
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Navigation

  • 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
    • College Planning Hub
    • Discover How
    • Learning Center
    • Risk Score
  • Client Access
    • Wealth Center
    • Orion

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