John J. Diak, CFP®May 1, 20198 min read10 Smart Tips for Getting Organized with Estate PlanningCreating 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®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®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...