Dec 26, 2023 | Estate Planning, Guardians
In this article, we’ll explain the roles of a godparent and legal guardian and how to ensure your kids are always cared for by the people you choose – no matter what. Godparents A godparent is traditionally someone you name to watch over your child and help them...
Dec 18, 2023 | Estate Planning, Family
There are several steps you can take to ensure their well-being during the colder days ahead, including making sure you’re able to step in and help the seniors in your life with their medical and financial needs. 1 | Create a Power of Attorney For Healthcare A power...
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...
Dec 4, 2023 | Estate Planning, Insurance, Newlyweds
This week, we’re continuing the conversation with three more estate planning must-do’s for newlyweds. 04 | A Living Trust With a trust, no court involvement is needed, and you can set parameters for how you want your assets distributed over a predetermined amount of...
Nov 27, 2023 | Estate Planning, Insurance, Newlyweds
Here are 3 essential estate planning tools you need to put in place right now, with more to come. 01 | Updated Beneficiary Designations Some of your most valuable assets, such as life insurance policies, 401(k)s, and IRAs, don’t transfer via a will or trust. Instead,...
Nov 20, 2023 | Estate Planning, Insurance, Intellectual Property
While you might think that identifying, protecting, and valuing your intellectual property is something that only applies to big companies and famous artists, that’s definitely not the case. Your intellectual property has sentimental value to your family and may have...
