Keller Wealth Management

Here are a few key factors to consider when naming an executor for your estate.

And the Executor Is The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.

Leasing a car? Consider gap insurance to protect against losses that may not be covered by your current policy.

Gap Insurance for Leased Cars If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.

D&O insurance can be a risk management tool for small businesses, non-profits and educational institutions.

Directors and Officers Liability Insurance Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.

It can be difficult to know what to ask when you’re new to Medicare. We have a handy list of questions—and answers—to help you get started. Learn more here:

Questions to Ask About Medicare Take the guesswork out of your IEP or SEP with this helpful article.

Many have heard they should avoid probate; do you understand what probate is and how it works?

Problems with Probate Probate can be a completely public process, or it can be managed to include as little information as possible.

How do you handle your estate if you have a blended family? Here are a few things you should consider. Read more.

3 Estate Challenges for Blended Families This article will help your clients with blended families think and prepare their estate strategy.

Making objective choices can be tough when investing, but many savvy investors know how to keep their decisions emotion-free.

What Smart Investors Know Savvy investors take the time to separate emotion from fact.

Do you have intellectual property? Have you incorporated it into your estate strategy? Read more about how you might incorporate your IP into your estate strategy in this detailed article.

Intellectual Property and Your Estate Do you have intellectual property? Consider how you might include your IP into your estate strategy in this detailed article.

Your insurance needs don’t stay the same when the nest empties, but what changes?

Insurance Needs Assessment: For Empty Nesters and Retirees Do your insurance needs stay the same when the nest empties?

Life evolves constantly, and your legacy approach should too. Marriage, divorce, welcoming a child, health shifts, or legislative changes are all good reasons to revisit whether your current approach still matches your goals.

How Often Should You Update Your Estate Strategy? Review your legacy approach regularly, particularly following significant life events or legislative updates.