April 10, 2019
If you care about what happens to your money, home, and other property after you die, you need to do some estate planning. There are many tools you can use to achieve your estate planning goals, but a will is probably the most vital.
Michael Repak February 19, 2019
Establishing a will is certainly not a favorite undertaking for anyone, but it’s important. In fact, it’s one of the most important things to take care of that people commonly forget about, avoid, or procrastinate.
November 11, 2018
Conversations about estate-tax planning and life insurance often go hand-in-hand. Why? Because life insurance can be a way to help loved ones pay for estate taxes, as well as to provide estate liquidity. Even when an estate wouldn’t owe any federal estate taxes, life insurance can play a useful role in your overall financial-and-estate plan.
July 30, 2018
The loss of a spouse can be a devastating, life-changing event. Due to longer life expectancies, women are more likely to face this situation.
October 26, 2016
Creating an estate plan may seem like a difficult and complex undertaking. But if you approach the task in steps, you will find you can transform your financial goals into an action plan that will help protect your family’s financial future.
Martin Schamis October 26, 2016
Estate planning forces you to accept the inevitability of your own demise, as well as the possibility of your eventual incapacity or disability. Then, as if that weren’t enough of a challenge, you’re often met with a confusing maze of jargon and decisions to make that can leave you frozen in your tracks—with documents unfinished, accounts incorrectly titled, and trusts unfunded.
October 12, 2016
Their power is in their versatility--many types of trusts exist, each designed for a specific purpose.
Michael Repak September 4, 2015
Sometimes a serious illness or health scare prompts people to take a hard look at their estate planning. Frequently, this is when the desire to minimize the impact of estate/inheritance taxes becomes a priority.
Michael Repak March 26, 2015
Financial Planner, Mike Repak, discusses some common issues that can affect a business when an owner dies.
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