Kanter Associates

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Avoiding Probate with a TOD Deed and TOD Account

In many states, a transfer-on-death (TOD) deed and/or account can help avoid probate without the cost and complexity of a trust.
A Roadmap for Your Family

A letter of instruction could be just as important as a will in helping loved ones settle an estate and move forward with their lives.
Unpacking the Real Limitations on Unlimited PTO

The prospect of unlimited paid time off may be appealing, but there are also some potential pitfalls to consider.
Navigating Financial Conversations with Aging Parents

Having a conversation with parents about their finances is an essential step in helping to ensure their financial well-being as they get older.

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.
Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.
Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.
Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?