• Skip to main content
  • Skip to header right navigation
  • Skip to site footer
Bautis Financial

Bautis Financial

Secure your Castle, Achieve your Dreams.

  • Schedule a Call
  • Who We Work With
    • Individuals and Families
    • Small Business Owners
    • Retirees and Pre-Retirees
    • 401k Plan Sponsors
  • About
    • Our Approach
    • Our Team
    • Our Difference
  • Insights
    • Blog
    • Business Valuation Advisor
    • College Planning Hub
    • Discover How
    • Learning Center
    • Risk Score
  • Podcast
    • Agent of Wealth
  • Client Access
    • Wealth Center
    • Orion
  • Facebook
  • Twitter
  • LinkedIn
  • YouTube
bautis financial secure your castle achieve your dreams

Living Trust

Do You Need a Trust As Part of Your Financial Plan?

Financial Planning Checklist: Do You Need a Trust as Part of Your Financial Plan?

October 31, 2025 by Kayla Waller, CFP®

Trusts can be powerful estate planning tools – but they aren’t for everyone. Use this simple flowchart to decide if a trust belongs in your financial plan.

Read moreFinancial Planning Checklist: Do You Need a Trust as Part of Your Financial Plan?

Subscribe to Our Insights

Sign up to receive valuable financial insight and updates straight to your inbox each week.

Social

Follow along on social media

  • Facebook
  • Twitter
  • LinkedIn
  • YouTube

Contact

8 Hillside Ave
Suite LL1,
Montclair, NJ 07042
Get Directions
862-205-5800

Form CRS

Navigation

  • Schedule a Call
  • Who We Work With
    • Individuals and Families
    • Small Business Owners
    • Retirees and Pre-Retirees
    • 401k Plan Sponsors
  • About
    • Our Approach
    • Our Team
    • Our Difference
  • Insights
    • Blog
    • Business Valuation Advisor
    • College Planning Hub
    • Discover How
    • Learning Center
    • Risk Score
  • Podcast
    • Agent of Wealth
  • Client Access
    • Wealth Center
    • Orion

Copyright © 2026 · Bautis Financial · All Rights Reserved · Powered by Mai Theme

Return to top