Bautis Financial
Secure your Castle, Achieve your Dreams.
Have you been putting off estate planning, or reviewing you estate planning documents? This episode — which covers everything you need to know about estate planning — will hopefully motivate you to take action!
A survey showed a majority of Americans don't have an estate plan. Here are a few tips to get started creating one.
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.
Caregivers generally tend to their elderly or disabled family members as a labor of love, but it can also be taxing for them financially. These tips can help you manage the financial side of caregiving so everyone feels more comfortable.
These basic components create an effective estate plan, preserving the value of your assets and ensuring your desired legacy is carried out.
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.
You're invited to our upcoming estate planning webinar!
If you’re looking to leave a legacy when you pass, there are many tools to consider. Let's take a look at the advantages of a Roth IRA and Life Insurance.
