By The Galecki Financial Management Team The term “estate planning” often evokes visions of elderly parents and complicated legal paperwork. But the truth is that estate planning isn’t just for seniors. In fact, it’s an essential financial strategy for people of all...
Estate Planning
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The Importance of Estate Planning
By The Galecki Financial Management Team Making arrangements for passing down your assets after death may feel like a grim task, but it really shouldn’t be. Estate planning involves crafting strategies to manage distributions from your estate according to your wishes....
Summarizing the SECURE Act 2.0
The newly passed SECURE Act 2.0 brings with it a variety of changes to provisions across the retirement landscape. We help you understand some of the most important and relevant ones.
The importance of an estate plan
A national survey showed a concerning lack of estate planning among families earning $100K or more. Galecki is one of the few wealth management firms in northeast Indiana with extensive estate-planning expertise on staff.
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