[column width=”1/1″ last=”true” title=”” title_type=”single” animation=”none” implicit=”true”] Estate planning is often associated with older individuals or those with substantial wealth, but it is equally important for young families. Planning ahead can help to make sure your loved ones are provided for and your assets are managed according to your wishes. No one likes to think...
Faces of Our Client Community: Aaron & Sarah White
[column width=”1/1″ last=”true” title=”” title_type=”single” animation=”none” implicit=”true”] When Aaron and Sarah White boarded a flight for Florida recently, they had all the normal worries: Would the flight be on time? Did they have everything they needed in their carry-on? Would the weather cooperate? There was one thing they didn’t have to feel anxious about, though....
Guardianship Blunders: Avoid These Common Pitfalls
[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,...
Estate Planning for Unmarried Couples: Protecting Your Loved Ones
[column width=”1/1″ last=”true” title=”” title_type=”single” animation=”none” implicit=”true”] Estate planning is often associated with married couples, but it’s just as crucial for couples who are not married. Whether you’re cohabitating — with or without children — or sharing real estate, taking proactive steps to protect your assets and ensure your loved ones’ well-being is essential. Laws...
Leaving Assets to Minor Children
[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...