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Bautis Financial

Bautis Financial

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bautis financial secure your castle achieve your dreams

Power of Attorney

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
Important Documents for End-of-Life Preparation

Two Critical Documents to Prioritize For End-of-Life Circumstances – Daily Flash Briefing

May 1, 2020 by Bautis Financial

Here are the two top documents to review with your loved ones before end-of-life circumstances.

Read moreTwo Critical Documents to Prioritize For End-of-Life Circumstances – Daily Flash Briefing

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