Kreitler Financial’s Latest Blog
What Types of Trusts Can Be Used for Estate Planning
Nobody really knows when it will ultimately be their time to go. This is why it is never too early to start thinking about developing a...
Documenting Your Family’s History for Future Generations
For future generations, having a written family history can be a priceless gift. Preserving your family's story—from its origins and...
Pension Options
When it comes to claiming a pension, choosing between taking lifetime income or a lump sum is a crucial and complicated decision. There is...
Who Should I Name as Trustee
A trustee is a crucial figure in managing and distributing assets held in trust for the benefit of the trust beneficiaries. The selection...
Preparing the Next Generation for Leadership in Family Business
Any successful family business requires strong leadership. It necessitates the capacity for sensible decision-making and the development...
Social Security Survivor Benefits Planning for Widows and Widowers
It can be sad and overwhelming to lose a loved one, leaving you feeling lost. Along with the emotional cost, it can be challenging to...
Maximize Your Impact: Charitable Giving Strategies
Do you want your charity contributions to have an impact that lasts? The use of your riches to support causes and organizations you...
Grow and Preserve Your Family’s Wealth with Professional Advice
For many families, family wealth is a valuable resource. Having expert guidance from knowledgeable financial advisors is crucial when it...
Does Your Leased Car Have Equity?
For people who wish to drive a new car without the obligation of a long-term loan, leasing has grown in popularity. For a...
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