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Estate Planning
Keys to Financial Well-Being for Your Aging Parents

Webinar: Keys to Financial Well-being for Your Aging Parents

Attend this informative webinar to learn simple ways to transform your charitable giving and the help it can provide your Catholic community.
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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."
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Let your family know about your estate planning and health care decisions this Christmas season

Use Christmas time to communicate

John Tetzloff says take a moment during this year’s Christmas phone call or Zoom group to tell the family members about your estate plans.
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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.
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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.
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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.
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