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Bautis Financial

Bautis Financial

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Generational Planning

Gifting Children Money

How to Structure Gifts and Transfers to Adult Children

December 11, 2022 by Bautis Financial

For parents who are considering giving or lending money to a child, here’s how to structure a transfer that’s best for both generations.

Read moreHow to Structure Gifts and Transfers to Adult Children
Generational Planning

Why You Should Talk to Your Financial Advisor About Generational Planning

September 9, 2022 by Bautis Financial

When you have a multigenerational family, financial planning has a few different twists. Here are eight areas to focus on with your financial advisor to create a successful future for all.

Read moreWhy You Should Talk to Your Financial Advisor About Generational Planning
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
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
The Power of a Trust

The Power of a Trust

January 7, 2020 by Bautis Financial

A trust is a way to pass down property and belongings to loved ones and heirs, but with much more control.

Read moreThe Power of a Trust

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