John J. Diak, CFP®
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.
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John J. Diak, CFP®
Jul 18, 20173 min read
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
John J. Diak, CFP®
Jan 4, 20163 min read
It's 2016: Do You Know Who Your Beneficiaries Are?
Many IRA owners may not be aware that after their death, the primary beneficiary -- usually the surviving spouse -- may have the right to...
John J. Diak, CFP®
Nov 10, 20154 min read
Common Estate Planning Mistakes - and How to Avoid Them
Estate planning can be a minefield of potential missteps, some of which could have far-reaching consequences. Many of the poor choices...
John J. Diak, CFP®
Jul 7, 20153 min read
It's 2015: Do You Know Who Your Beneficiaries Are?
Many investors have taken advantage of pretax contributions to their company's employer-sponsored retirement plan and/or make annual...
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