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Estate Planning

Home » Archive by Category "Estate Planning"
26 May
Estate Planning

A 7-Point Checklist for Your Estate Plan

  • May 3, 2022
  • By author-avatar Christopher Walsh, CFP®
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When it comes to estate planning, executing your will and other estate documents is only the first step. To help ensure that your estate plan stays in...

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08 Apr
Estate Planning

A Step-by-Step Guide for Executors

  • May 3, 2022
  • By author-avatar Stephen Neubig
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This guide intends to help you in your role as executor of an estate. It explains the process and offers advice for getting organized and putting a pl...

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25 Feb
Estate Planning

Do I Need Estate Planning?

  • March 22, 2022
  • By author-avatar Alexander Greer, CFP®
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Everyone needs an estate plan, no matter the size of the estate. Not only does this plan help carry out your wishes after your passing, but it also be...

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  • Who We Are
    • Our Story
    • Our Team
      • Jim Trull, AIF®, CFP®
      • Christopher Walsh, CFP®
      • Karen Brock, CFP®
      • Alexander Greer, CFP®
      • Alyssa Hanzl
      • Stephen Neubig
    • Our Process
    • Our Broker/Dealer
    • Our Community
    • Contact Us
  • Who We Serve
    • Young Professionals
    • Business Owners
    • High-Income Earners
    • Pre-Retirees
    • Current Retirees
    • Individuals In Transition
    • Real Client Stories
      • Retired
      • Nearing Retirement
      • Work Optional
      • Young Professional
      • Life In Transition
  • What We Do
    • Financial Planning
    • Wealth Management
    • Investment Management
    • Life Transition Planning
    • Second Opinion Program
  • Blog
  • Account Access
  • Let’s Talk
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