John J. Diak, CFP®
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
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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
John J. Diak, CFP®
- Apr 4, 2017
- 3 min
Key Estate Planning Mistakes to Avoid
Many affluent professionals and business owners put estate planning on hold. Only the courts and lawyers stand to benefit from their procras
John J. Diak, CFP®
- Jan 9, 2017
- 4 min
Estate Planning for Your Digital Assets
Estate Planning for Your Digital Assets
January 4, 2017
Have you addressed this issue?
Social media and email accounts. Creative works,
John J. Diak, CFP®
- Nov 10, 2015
- 4 min
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®
- Sep 29, 2015
- 3 min
Intergenerational Wealth Planning: A Win-Win for the Whole Family
Discussing the transfer of wealth from parents to children can be uncomfortable for both parties. Yet by introducing children to the...
John J. Diak, CFP®
- Sep 8, 2015
- 5 min
Business Succession Issues: Understanding Buy-Sell Agreements
Running into financial troubles isn't the only reason that some closely held businesses fail to succeed. Their untimely demise may result...
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