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Bautis Financial

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Estate Plan

What You Need to Know About Estate Planning

Episode 145 – What You Need to Know About Estate Planning With John K. Ross

March 3, 2023 by Bautis Financial

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!

Read moreEpisode 145 – What You Need to Know About Estate Planning With John K. Ross
4 Estate Planning Tips

4 Estate Planning Tips

August 22, 2022 by Bautis Financial

A survey showed a majority of Americans don't have an estate plan. Here are a few tips to get started creating one.

Read more4 Estate Planning Tips
The importance of a will

Why You Need A Will

July 26, 2022 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 You Need A Will
10 Important Financial Considerations for Caregivers

10 Important Financial Considerations for Caregivers – Daily Flash Briefing

February 17, 2022 by Bautis Financial

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.

Read more10 Important Financial Considerations for Caregivers – Daily Flash Briefing
6 Must-Have Estate Planning Elements

6 Must-Have Estate Planning Elements

October 21, 2021 by Bautis Financial

These basic components create an effective estate plan, preserving the value of your assets and ensuring your desired legacy is carried out.

Read more6 Must-Have Estate Planning Elements
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
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

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.

Read moreHow to Build Your Estate Plan Using Roth IRAs and Life Insurance
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7 North Mountain Ave
Montclair, NJ 07042
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862-205-5800
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    • 401k Plan Sponsors
  • Insights
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    • Business Valuation Advisor
    • College Planning Hub
    • Discover How
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    • Orion

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