John J. Diak, CFP®Jun 7, 20217 min readChecklist 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®Feb 8, 20216 min readChecklist for Estate Planning: Review Estate Planning DocumentsEstate planning is a complex process that is never fully finished. Use this checklist to review your estate planning documents.