FINANCIAL WELL-BEING WITH ESTATE PLANNING

FINANCIAL WELL-BEING WITH ESTATE PLANNING

With the help of an estate attorney you can articulate and document your wishes and your estate may be able to avoid the costly, time consuming probate process. There are many advantages of Estate Planning which impact financial well-being include providing guardianship for minor children, minimizing taxes, and planning for incapacity.  Additionally, when a person…

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Marianne Martini Nolte, CFP®

Marianne Nolte, CFP® professional certification

The CFP® certification process, administered by CFP Board, identifies to the public that those individuals who have been authorized to use the CFP® certification marks in the U.S. have met rigorous professional standards and have agreed to adhere to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence when dealing with clients. The…

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