6 Reasons to Establish a Trust as Part of Your Estate Plan
Estate planning should be considered one of the most essential parts of your financial plan. Setting up an estate plan simplifies the transition of your assets to the people you wish them to go to, and in the way you want them to be disbursed. There are several aspects of an estate plan, though, and…
What A New College Student Can Teach Us About Family Protection Planning
Your baby is now 18 years old and is on their way to college as a freshman this coming fall! That happened fast…In fact, it may have happened so fast that you didn’t realize that while they may be your baby still, they are full grown adults in the eyes of the law. …
How Do I Appoint a Guardian For My Child If I Die?
“My greatest fear, someone I don’t know raising my child… What if something happens to me, who is going to take care of my child?” Who Would Raise Your Children If Something Happened to You? Honestly, no one wants to think about this question. It’s an implicit reminder that we are indeed mortal, and,…
Is a Military Will Enough Protection for my Family?
One of the benefits of serving in the United States Military is that you have access to free legal help for things like: Powers of Attorney, Wills & Living Wills, Family care & Family Estate Plan, Survivor benefits, Estate taxes, Probate. However, there are some very important limitations to these supports that you should be…
The Challenges of Creating a Guardian Plan for Children
Inspired by an Article in Mom.Me “Why I Still Don’t Have a Guardian for My Child” Sometimes you come across something that another person writes that stops you and makes you say, “yes! This is what I’ve been trying to say.” An article written in Mom.Me (link above) recently highlighted, clearly, the work we’ve been doing…