SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients: The SYM Financial Advisors logo.
SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients: The SYM Financial Advisors logo.

Estate Planning

A multi-generational family sits together on the front porch steps of a family cabin, reflecting the multi-generational planning supported by SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients.

Wealth Preservation: Using a Cabin Trust to Keep the Family Vacation Property

October 16, 2026

A cabin trust is an estate planning tool designed to keep a family vacation property such as a lake house, cabin, or beach retreat in the hands of its heirs for future generations to enjoy. A family cabin estate plan sets ownership, use, funding and exit rules before the property changes hands. Trusts, LLCs or both can support the plan, while a written agreement can clarify scheduling, expenses, voting, transfers and sales. Legal, tax, and

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Bar chart showing that 61% of people have not started creating a will, a common concern addressed by SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients.

Five Estate Planning Myths Debunked

October 16, 2025

Estate planning isn’t just for the wealthy or retired, it is for anyone who wants to protect and direct what matters to them. It can be easy to push these plans off into the future, but setting aside time now to get these items squared away can provide peace of mind for yourself as well as your loved ones. Here are some common misconceptions about estate planning along with an explanation of why they are

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SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients: A SYM Financial Advisor in a suit hunches over while carrying a heavy stack of three large binders labeled “TAX.”

5 Estate Tax Mitigation Techniques You Should Consider

November 15, 2023

The Tax Cuts and Jobs Act In 2017, The Tax Cuts and Jobs Act doubled the amount that someone could pass to their heirs without incurring Federal estate tax. As a result, many families have enjoyed relief from the federal estate tax. In 2023, an individual can pass just under $13 million ($26 million for a couple) to their heirs without getting hit by the 40% federal estate tax. There is an important caveat note,

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SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients: A smiling man in a blazer above the text “The Owner’s Corner, Ep 16, Melissa Wolf,” presented by SYM Financial Advisors.

Navigating the Maze of Charitable Giving and Trusts with Melissa Wolf

August 22, 2023

Melissa Wolf, CPA joined Baden Gage & Schroeder, LLC in 2012 with over seven years of tax experience specializing in gift, trust and estate planning. She directs tax engagements for clients with personal income, fiduciary income and gift tax service needs. Melissa has extensive experience in assisting clients with the formulation of retirement and estate plans. Melissa joins me for a powerful conversation spanning various topics, from Melissa’s diverse journey to becoming a CPA, to

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SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients: Graphic for an EMPOWHER podcast episode hosted by Michelle Hipskind featuring guest Heidi Adair, presented by commission-free fiduciary SYM Financial Advisors.

Navigating the Nightmare of Probate with Heidi Adair

May 18, 2023

Heidi Adair is a partner at Beers Mallers whose legal practice is focused in the areas of Estate Planning and Elder Law. She is certified as an Estate Planning & Administration Specialist by the Indiana State Bar Estate Planning and Administration Specialty Certification Board. Heidi regularly advises clients regarding the protection of assets through the use of advanced Estate Planning and Elder Law planning. She has counseled numerous families regarding wills, Revocable Living Trusts, and

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SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients: Graphic for “The Owner’s Corner” podcast episode 14 featuring Seth Whicker, branded with the SYM Financial Advisors commission-free fiduciary logo.

The Importance of Buy Sell Agreements

May 16, 2023

In this episode of the Owner’s Corner podcast, host Seth Whicker, a certified financial planner, stresses the importance of having a Buy Sell agreement for any business owner. He explains that while a robust estate plan covers some aspects, a Buy Sell agreement outlines how other people may become owners within the company, how shares will be valued and transferred, and what will happen to shares in the event of a shareholder’s death or disability.

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