As we welcome the new year, it’s an ideal time to give your estate plan a thorough checkup. Whether your goal is to protect loved ones, minimize taxes, or preserve your legacy, regular reviews can help you keep pace with life’s changes and ensure your wishes are upheld. Below are five key areas you’ll want...
[column width=”1/1″ last=”true” title=”” title_type=”single” animation=”none” implicit=”true”] Avoid These 4 Mistakes When Naming Guardians for Your Children One of the hardest decisions to make when it comes to estate planning can be who to name as guardians for your child/ren. After all, our children are our legacy. Yes, passing on your financial assets is important,...
[column width=”1/1″ last=”true” title=”” title_type=”single” animation=”none” implicit=”true”] Last week, my sister-in-law asked my husband and I to be the godparents of her soon-to-be-born daughter. Of course, we ecstatically agreed! We excitedly began discussing details surrounding the role we had just accepted – flying to California for the baptism, and future anticipated events – including her...
[column width=”1/1″ last=”true” title=”” title_type=”single” animation=”none” implicit=”true”] Parents will go to any length to ensure the safety, security, health and well-being of their children. But one thing that parents don’t want to think about is the unthinkable; “What if something happens to us?” Many of my articles focus on providing for the safety and security...
[column width=”1/1″ last=”true” title=”” title_type=”single” animation=”none” implicit=”true”] I recently had the privilege of working with a husband and wife to complete their estate plan. The couple was young, with a daughter who had just turned two before they came to meet with me. Similar to many couples I work with who have children, they explained...
[column width=”1/1″ last=”true” title=”” title_type=”single” animation=”none” implicit=”true”] Every parent wants to ensure that their children are provided for should something unexpected happen to them while their children are still young. Oftentimes, relatives wish to leave assets to young children, such as their nieces or grandchildren, as well. However, good intentions coupled with poor planning often...