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Got Minor Kids? 3 Instances When Your Estate Plan Must Include an Ever After Plan

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...

Your Rights As The Parent of a Young Adult – What You Need to Know When a Medical Crisis Hits

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...

Keep the Government and Lawsuit Happy Opportunists Away From Your Children’s Inheritance

Jul 17, 2023 | Beneficiaries, Children, Estate Planning, Trust

You may think your kids’ inheritance doesn’t need to be protected and that they aren’t going to get sued. You may be right, but you may also be overlooking one of the most common “lawsuits” that causes inheritances to be lost everyday, and that’s divorce. If you want...

Will the Coming Wealth Transfer Be a Blessing or a Curse for Your Family?

May 22, 2023 | Children, Economy, Estate Planning

Tremendous amount of wealth will pass from Baby Boomers to younger generations in the next few decades. In fact, it’s said to be the largest transfer of intergenerational wealth in history. Because no one knows exactly how long aging Boomers will live or how much...

Estate Planning for a Child With Special Needs: What Parents Need to Know

Jan 2, 2023 | Children, Estate Planning

Estate planning is an obvious concern for all parents, but if you have a child with special needs, it’s crucial you’re aware of the unique considerations that go into planning for a child who may be dependent on you at some level for their lifetime. If your child has...
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