John J. Diak, CFP®Jan 2, 20183 minTalking to Your Heirs About Your Estate PlanSome 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
John J. Diak, CFP®Dec 26, 20173 minAn 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