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Checklist for Estate Planning: Review Estate Planning Documents
Life is full of unexpected twists and turns. That's why having an up-to-date estate plan is more than just a legal formality.
John J. Diak, CFP®
Feb 36 min read


Financial Planning in the Face of a Terminal Illness
Financial planning for a terminal illness is a daunting task, but it can relieve a tremendous burden from you and your family.
John J. Diak, CFP®
Jan 16, 20234 min read


Digital Estate Planning: 5 Steps to Protect Your Digital Assets
Estate planning doesn’t end with your will. You should make sure there is a plan in place for your digital assets, also.
John J. Diak, CFP®
Jun 20, 20225 min read


Understanding Special Needs Trusts
If you have a disabled loved one, a special needs trust can give them access to additional assets without losing their benefits.
John J. Diak, CFP®
Apr 11, 20225 min read

Choosing a Caregiver When Family Isn’t an Option
Choosing a caregiver for a loved one is a daunting task that will likely have you navigating unfamiliar waters.
John J. Diak, CFP®
Mar 21, 20225 min read


How to Protect Your Children and Their Inheritance with a Trust
Do you plan to leave everything to your children? Placing your assets in a trust is a good way to protect them from the downsides.
John J. Diak, CFP®
Feb 7, 20225 min read


Checklist for What to Do When a Spouse or Parent Dies
When a spouse or parent dies, there are lots of details to take care of. This checklist will help you know what to do so you avoid mistakes.
John J. Diak, CFP®
Jun 7, 20217 min read


Checklist for Estate Planning: Review Estate Planning Documents
Estate planning is a complex process that is never fully finished. Use this checklist to review your estate planning documents.
John J. Diak, CFP®
Feb 8, 20216 min read


Revisiting Your Beneficiary Designations
Periodically revisiting your beneficiary designations for insurance and retirement accounts is critical to ensure your final wishes are met.
John J. Diak, CFP®
Jan 11, 20214 min read

End-of-Life Planning: Does Your Family Know Your Wishes?
End-of-Life planning should be a priority, it is the process of making critical decisions about how you want your healthcare, medical treat
John J. Diak, CFP®
Dec 10, 20193 min read

Is Vulnerability Planning Factored Into Your Estate Plan?
Your estate planning should cover more than just what happens to your assets when you die. It also needs to account for how your assets are
John J. Diak, CFP®
Oct 7, 20195 min read

10 Smart Tips for Getting Organized with Estate Planning
Creating an estate plan in case of your death or disability can help your heirs avoid unneeded stress and uncertainty. Here are 10 steps to
John J. Diak, CFP®
May 1, 20198 min read

When a Family Member Dies
When a family member dies there are a multitude of issues to look after, from getting a copy of the death certificate to finding insurance p
John J. Diak, CFP®
Feb 26, 20196 min read

An Executor Checklist
It is no small responsibility to serve as an executor, especially for a complex estate. Prepare for the tasks ahead of you, so that you may
John J. Diak, CFP®
Jan 15, 20194 min read

Minimizing Probate When Setting Up Your Estate
Probate can eat up as much as 5% of your estate. How can you exempt more of your assets from probate and its costs? Here are a few ideas.
John J. Diak, CFP®
Oct 30, 20184 min read


Are Your Beneficiary Designations Up to Date?
Your beneficiary choices may seem obvious when you initially make them, time has a way of altering things. In a stretch of five or ten years
John J. Diak, CFP®
Apr 2, 20183 min read


The Risk of Being a Suddenly Single Woman
With a clear understanding of where she stands, financially, a widow may evaluate her investment and wealth management options and take step
John J. Diak, CFP®
Mar 20, 20183 min read


Talking to Your Heirs About Your Estate Plan
Some of us may retire at 65 and live to 100 or 105. Advances in health care may make this a strong possibility. The corresponding question i
John J. Diak, CFP®
Jan 2, 20183 min read


An Estate Plan or a Wealth Transfer Strategy?
There are three degrees of estate planning: advanced, basic, and none at all. Basic estate documents may be in place but they may not convey
John J. Diak, CFP®
Dec 26, 20173 min read


Financial Priorities Young Families Should Address
Parenting presents you with definite, sudden, financial needs to address. By focusing on those needs today, you may give yourself a head sta
John J. Diak, CFP®
Nov 7, 20173 min read
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