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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

Creating a Will

How to Create an Estate Plan

Webinar – Estate Planning in the Age of Coronavirus: What You Should Do Now to Get Your Financial Affairs in Order

May 6, 2021 by Bautis Financial

Your estate plan is an investment in you and your family's future! Watch the full webinar replay to get actionable steps to offer immediate protections for your estate.

Read moreWebinar – Estate Planning in the Age of Coronavirus: What You Should Do Now to Get Your Financial Affairs in Order
Estate Planning for Family's Future

Your Estate Plan is an Investment in Your Future – Daily Flash Briefing

April 30, 2021 by Bautis Financial

You're invited to our upcoming estate planning webinar!

Read moreYour Estate Plan is an Investment in Your Future – Daily Flash Briefing
The importance of a will

Why Everyone Needs a Will

April 26, 2021 by Bautis Financial

A will is an essential part of any estate plan, as it's the primary document for transferring your assets upon your death. Discover how to get started in writing one, and learn the details of what a will protects.

Read moreWhy Everyone Needs a Will
Family - Estate Planning

Episode 60 – How Using a Professional Executor Can Improve Your Estate Planning with Anthony Park

December 17, 2020 by Bautis Financial

Discover simple strategies that will help you create an ideal and effective estate plan.

Read moreEpisode 60 – How Using a Professional Executor Can Improve Your Estate Planning with Anthony Park

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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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