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    303.221.1900
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    Digital Estate Planning: 5 Steps to Protect Your Digital Assets
    John J. Diak, CFP®
    • Jun 20
    • 5 min

    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.
    Understanding Special Needs Trusts
    John J. Diak, CFP®
    • Apr 11
    • 5 min

    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.
    Choosing a Caregiver When Family Isn’t an Option
    John J. Diak, CFP®
    • Mar 21
    • 5 min

    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.
    How to Protect Your Children and Their Inheritance with a Trust
    John J. Diak, CFP®
    • Feb 7
    • 5 min

    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.
    Checklist for What to Do When a Spouse or Parent Dies
    John J. Diak, CFP®
    • Jun 7, 2021
    • 7 min

    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.
    Checklist for Estate Planning: Review Estate Planning Documents
    John J. Diak, CFP®
    • Feb 8, 2021
    • 6 min

    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.
    Revisiting Your Beneficiary Designations
    John J. Diak, CFP®
    • Jan 11, 2021
    • 4 min

    Revisiting Your Beneficiary Designations

    Periodically revisiting your beneficiary designations for insurance and retirement accounts is critical to ensure your final wishes are met.
    End-of-Life Planning: Does Your Family Know Your Wishes?
    John J. Diak, CFP®
    • Dec 10, 2019
    • 3 min

    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
    Is Vulnerability Planning Factored Into Your Estate Plan?
    John J. Diak, CFP®
    • Oct 7, 2019
    • 5 min

    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
    10 Smart Tips for Getting Organized with Estate Planning
    John J. Diak, CFP®
    • May 1, 2019
    • 8 min

    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
    When a Family Member Dies
    John J. Diak, CFP®
    • Feb 26, 2019
    • 6 min

    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
    An Executor Checklist
    John J. Diak, CFP®
    • Jan 15, 2019
    • 4 min

    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
    Minimizing Probate When Setting Up Your Estate
    John J. Diak, CFP®
    • Oct 30, 2018
    • 4 min

    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.
    Are Your Beneficiary Designations Up to Date?
    John J. Diak, CFP®
    • Apr 2, 2018
    • 3 min

    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
    The Risk of Being a Suddenly Single Woman
    John J. Diak, CFP®
    • Mar 20, 2018
    • 3 min

    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
    Talking to Your Heirs About Your Estate Plan
    John J. Diak, CFP®
    • Jan 2, 2018
    • 3 min

    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
    An Estate Plan or a Wealth Transfer Strategy?
    John J. Diak, CFP®
    • Dec 26, 2017
    • 3 min

    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
    Financial Priorities Young Families Should Address
    John J. Diak, CFP®
    • Nov 7, 2017
    • 3 min

    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
    Understanding the Gift Tax
    John J. Diak, CFP®
    • Oct 31, 2017
    • 3 min

    Understanding the Gift Tax

    Practically speaking, the federal gift tax is a tax on estates. If it wasn’t in place, the rich could simply give away the bulk of their mon
    Who Needs Estate Planning?
    John J. Diak, CFP®
    • Jul 18, 2017
    • 3 min

    Who Needs Estate Planning?

    If you don’t leave behind an estate plan, your family could face major legal issues and (possibly) bitter disputes; making the plan may leav
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