Estate Preservation
Post 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 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…
Read MoreEstate Planning Spotlight – Taking Care of Loved Ones
Estate Planning Spotlight – Taking Care of Loved Ones This topic obviously encompasses young children but can truly expand to include grandchildren or your surviving spouse. We live in a…
Read More3 Ways to Use Life Insurance In Your Estate Plan
When I was younger, I loved playing the game of life because it was unpredictable, just like life. In the same way, we never know what unexpected events might occur…
Read MoreEstate Planning Spotlight – Feb 28
Estate Planning Spotlight – Feb 28: If you think about the medieval period, what comes to mind? For me, it’s kings, queens, knights, and castles with moats. I was just…
Read MoreJim Kackley’s DREAM Story
DREAM Story – Jim Kackley, Instigator and Chief of BaseCamp USA BaseCamp USA is a unique life skills program designed for young men who choose to live courageously. For Jim, BaseCamp…
Read MoreThe Greatest Gift of Christmas
Christmas is just a few short days away. I know that I’m reminded of it every day by my boys who are counting down anxiously! As we think about Christmas,…
Read MoreWork With a Trusted Advisor!
Work With a Trusted Advisor! Is there value in working with professionals? So many of us like to DIY things these days. There’s so many resources online, YouTube blogs, practitioner…
Read MoreBertram Financial August 15th Market Update
Bertram Financial, August 15th, Market Update In August, we had another great Financial Power Hour. In addition, I would like to highlight the market update section for a few minutes.…
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