Mar 18, 2024 | Children, Estate Planning, Family
In this article we’re exploring how the SECURE 2.0 Act could be the solution you’ve been searching for. What The SECURE 2.0 Act Means for The Student Loan Dilemma Monthly loan payments can make it hard to stash away cash for our future selves. When we skip on...
Feb 19, 2024 | Children, Estate Planning, Family
In this article, you’ll learn what has changed under the new rule and how grandparents can leverage it to support their grandchild’s educational pursuits. Understanding the 529 Account What exactly is a 529 college savings account? It’s a special savings...
Feb 12, 2024 | Children, Estate Planning
Why is this the ultimate resolution for you this year? Keep reading to find out. Unforeseen Circumstances Can Leave Your Kids In the Care of Strangers (or Worse) Imagine your kids at home with a babysitter, and you don’t make it home. Your babysitter waits, and frets,...
Jan 2, 2024 | Children, Estate Planning, Family
In this article, we’ll explore what happens legally when your child turns 18, what it means for your ability to make legal, financial, and healthcare decisions on their behalf, and what tools you’ll need for a smooth transition to adulthood. How The Law Changes Your...
Dec 11, 2023 | Children, Estate Planning
Read on to find out if your estate plan needs the addition of our Ever After plan. You Leave Your Kids With Non-Related Caregivers Permanent guardian nominations only take effect upon your passing and are made official through the court system. This means that they...
Jul 24, 2023 | Children, Estate Planning, Trust
The day your child turns 18, he or she becomes an adult and has the legal rights of an adult. This means that you lose your prior held rights to make medical and financial decisions for your child unless your child executes legal documents giving you those rights...
