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Bautis Financial

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Estate Planning

How to Prepare for An Estate Planning Meeting

Episode 166 – How to Prepare for An Estate Planning Meeting With John Williams

July 28, 2023 by Bautis Financial

Preparing for an estate planning meeting empowers you to actively participate in the process, make well-informed decisions, and create an estate plan that reflects your wishes.

Read moreEpisode 166 – How to Prepare for An Estate Planning Meeting With John Williams
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
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
Generational Planning Webinar

Webinar – How To Plan, Communicate, and Execute the Smooth Transfer of Assets and Values From One Generation to the Next

August 5, 2021 by Bautis Financial

Discover a four-step process to planning and executing the transfer of your values and assets.

Read moreWebinar – How To Plan, Communicate, and Execute the Smooth Transfer of Assets and Values From One Generation to the Next
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
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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Contact

Bautis Financial
8 Hillside Ave
Suite LL1,
Montclair, NJ 07042
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862-205-5800

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    • Agent of Wealth
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    • Small Business Owners
    • Retirees and Pre-Retirees
    • 401k Plan Sponsors
  • Insights
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    • Business Valuation Advisor
    • College Planning Hub
    • Discover How
    • Learning Center
    • Risk Score
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