Estate Planning
Guest Blog: Beneficiary Designation Blunders
– Guest Blog – Beneficiary Designation Blunders: Mistakes and Misconceptions Written By: Michael D. Kaiser, Attorney, Kaiser Holahan, LLC The term estate planning brings to mind words such as will,…
Read MoreSelecting the Right Trustee
Selecting the Right Trustee Written By: Ryan Rink, CFP®, EA, ChFC®, CLTC® You have taken the first step to meet with an attorney and start drafting an estate plan. One of…
Read MoreA Letter From 90 Year Old Self
A Letter From 90 Year Old Self Written By: Kevin Reardon, CFP® We’ve all seen a movie or read a book where the main character is transported decades into the future…
Read MoreChanging State Residency
Changing State Residency Written By: Brian Ellenbecker, CFP®, EA, CPWA®, CIMA®, CLTC® Planning to move is typically a big undertaking. It’s usually an exciting time in your life, but it can…
Read MoreGuest Blog: Pre-Planning Your Funeral
Guest Blog: Pre-Planning Your Funeral Written By: Jeff Klemmer, Owner & 4th Generation Funeral Director, Heritage Funeral Homes Whenever I have the opportunity to discuss pre-planning a funeral, I am asked…
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