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Five Big Mistakes Executors Make—and How to Avoid Them Thumbnail

Five Big Mistakes Executors Make—and How to Avoid Them

Mar 20, 2018
Posted by: Discipline Advisors

Being named the executor of a family member’s (or other loved one’s) estate is, in many ways, an honor. The decision shows that the person saw you as a highly trustworthy, capable person of integrity.

But it’s also a major ...Read More

Three Reasons To Consult a Professional During Estate Administration Thumbnail

Three Reasons To Consult a Professional During Estate Administration

Mar 18, 2018
Posted by: Discipline Advisors

The executor is the person responsible for estate administration. If you have been named the executor of an estate, you are legally required to wrap up its affairs, arrange for the payment of any income and estate taxes, and ...Read More

What is a 1031 Exchange? Thumbnail

What is a 1031 Exchange?

Feb 07, 2018
Posted by: Discipline Advisors

A 1031 Exchange (Tax Deferred Exchange) is one of the most powerful tax deferral strategies remaining available for taxpayers. Taxpayers should never have to pay income taxes on the sale of property if they intend to reinvest the proceeds ...Read More

Do I Need a Family Office? Thumbnail

Do I Need a Family Office?

Feb 02, 2018
Posted by: Discipline Advisors

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Investing 101 Thumbnail

Investing 101

Jan 05, 2018
Posted by: Discipline Advisors

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure ...Read More

Insights Year: 2018

Archive

  • 2018 (5)
  • 2017 (1)

Categories

  • Family Office (1)
  • Investments (2)
  • Trusts & Estate (2)
  • Wealth Planning (1)

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  • Discipline Advisors
Discipline Advisors, Mankato Minnesota

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Discipline Advisors is a DBA of DAI Securities, LLC established in the State of Minnesota. Securities offered through DAI Securities, LLC, member FINRA/SIPC. Advisory services offered through DAI Wealth, LLC, an SEC Registered Investment Adviser.  DAI Securities, LLC and DAI Wealth, LLC are separate, but affiliated, entities.

 

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