John J. Diak, CFP®Jan 15, 20194 min readAn Executor ChecklistIt 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 9, 20174 min readEstate Planning for Your Digital AssetsEstate Planning for Your Digital Assets January 4, 2017 Have you addressed this issue? Social media and email accounts. Creative works,
John J. Diak, CFP®Nov 10, 20154 min readCommon Estate Planning Mistakes - and How to Avoid ThemEstate planning can be a minefield of potential missteps, some of which could have far-reaching consequences. Many of the poor choices...