Tag

Estate Planning

Webinar – Estate Planning for Families with Special Needs

May 23, 2025
This webinar will explain the use of financial tools that can continue to fund care for special needs children, siblings and family members.
Read More
Keys to Financial Well-Being for Your Aging Parents

Webinar: Financial Well-Being for Your Aging Parents

Adult children know that their parents might be facing age-related financial challenges. This workshop educates on how to take compassionate and forward-thinking action on issues facing elderly parents.
Read More
Stress-Free Downsizing Workshop

Webinar: Stress-Free Downsizing

Attend this workshop to hear from experts who will guide you on: best practices of preparing for a home sale, sorting your stuff, selecting a new living situation, adjusting your estate plan, protecting assets and having the right documentation in the right places.
Read More

Pitfalls to avoid when Downsizing

Avoiding common downsizing mistakes is crucial for a smooth transition to a simpler, more fulfilling lifestyle.
Read More
Women and Estate Planning Webinar-May 2024

Webinar: Women and Estate Planning

Join Catholic United Financial and Attorney Rachel Schromen for a webinar that will guide women through the fundamental principles of estate planning, offering actionable insights and practical advice.
Read More
John Tetzloff says, Control what you Can control.

We can move forward in 2021

John Tetzloff says, "As I visit with people, they often talk about not being able to control outside factors, which prohibit them from planning. We CAN control our own personal situations."
Read More
Property dictated by a last will and testament

Never count on an inheritance

If you're basing your financial future on the promise of an inheritance, I'd counsel you to consider these scenarios.
Read More
a path winding through a fantasy-like forest setting

Estate planning doesn’t have to be a fairy tale

Unlike fictions and fairy tales, I would like to tell a TRUE story that is quite common among those we assist with their estate planning. Although this story has somewhat of a sad ending, it reflects the courage and persistence needed to make sure things are in order when life takes a turn.
Read More
Scissors cutting a piece of paper that says "Rules"

Regarding charitable giving and taxes, all the rules have changed

If you are like most of us, you recently finished filing your taxes for 2017. The old rules were still in play, so the effects of your charitable giving were probably well known to you. But now as you look toward filing your 2018 taxes, all the rules have changed.
Read More
1 2

Categories

Events Calendar

Calendar of Events

S Sun

M Mon

T Tue

W Wed

T Thu

F Fri

S Sat

0 events,

0 events,

0 events,

0 events,

0 events,

0 events,

0 events,

0 events,

0 events,

0 events,

0 events,

0 events,

0 events,

0 events,

0 events,

0 events,

1 event,

0 events,

0 events,

0 events,

0 events,

0 events,

0 events,

0 events,

0 events,

0 events,

0 events,

0 events,

0 events,

0 events,

0 events,

0 events,

0 events,

0 events,

0 events,