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Bautis Financial

Bautis Financial

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Wealth Transfer

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

  • 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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