Posts by Kristian Pulanco
Tax Talk – Reducing Estate Taxes
Tax Talk – Reducing Estate Taxes Hide and seek. Kids love this game. They are always eager to disappear and reappear in the game. It’s amusing how little children believe…
Read MorePost Friday Focus Summary
The Basics of Estate Planning, with Nels Donovan Estate planning can often seem like a complex and distant concept, but in reality, everyone has an estate plan. The key question…
Read MoreFinancial Personality
Financial Personalities: My son Asher has quite an entertaining personality. Whether we’re sitting with other families out in the lobby at a baseball tournament or on the bleachers at…
Read MoreIs -“In it for the Long Haul” – A Legitimate Investment Strategy
Just recently the topic of investments came up during a summertime deck chat. My neighbor was talking about one of her friends who is with a very popular competitor. With…
Read More3 Goals of Estate Planning, Part 3 – Distributing Assets
We’ve been talking this summer about the three different kinds of parts or aspects of an estate plan. The first is taking care of people, your loved ones, if you’re…
Read More3 Goals Of Estate Planning Part 2 – Planning For Incapacity
3 Goals Of Estate Planning Part 2 – Planning For Incapacity: In part one, we touched a bit about things that are important if you become incapacitated, but the main…
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