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Category: Guardianship

Children and Estate Plans: Everything You Need to Know

Posted onMarch 22, 2022March 22, 2022

Sitting at the top of every parent’s list of priorities is one thing: to make sure their children are taken care of no matter what life changes or unfortunate circumstances occur. A child losing both parents as a minor is unthinkable, but unfortunately, it does Read More …

CategoriesEstate planning, Financial planning, Guardianship, Revocable Trust, Special Needs Trust, Uncategorized

Do I Need an Estate Plan when I am Single?

Posted onNovember 2, 2020October 30, 2020

Many clients come in with the misconception that they need to be in a certain stage of their lives before an estate plan is needed. Regardless of whether you are single, married, have children, or do not have any children, you need some type of Read More …

CategoriesEstate planning, Guardianship, Healthcare Power of Attorney, Power of Attorney

Should You Share Details of your Estate Plan with your Family?

Posted onOctober 28, 2020October 27, 2020

The decisions that go along with preparing an estate plan are far from easy ones to make. So many different factors are at play when determining who will handle your assets or who will care for your children in the event of your death. The Read More …

CategoriesEstate planning, Guardianship, Healthcare Power of Attorney, Power of Attorney, Trustee

How Estate Plans Change through Your Life

Posted onOctober 27, 2020October 26, 2020

Clients come in to speak about estate planning during different phases of their lives. I regularly meet with clients who are young parents wanting to make sure someone will take care of their children if both of them were to die. I also see clients Read More …

CategoriesEstate planning, Financial planning, Guardianship, Revocable Trust

Updating your Estate Plan

Posted onOctober 20, 2020October 16, 2020

For most clients, the act of simply completing their estate plan is a difficult enough step to take. However, one of the biggest mistakes that clients can make is to take that newly completed estate plan and file it away, never to look at it Read More …

CategoriesEstate planning, Guardianship, Power of Attorney, Probate

Estate Considerations for New and Expecting Parents

Posted onOctober 15, 2020October 15, 2020

The birth of a child brings many changes, as well as a great deal of responsibility and new worries. Expecting and new parents often worry about who will take care of their child or children if the unexpected happens and both parents die. No one Read More …

CategoriesEstate planning, Guardianship, Revocable Trust

Protecting Your Estate for Your Minor Children

Posted onOctober 6, 2020October 1, 2020

The need to provide for one’s children is usually at the top of my clients’ lists when they come in for the initial consultation to discuss estate planning. If the children are minors, that desire is often even stronger. No parent wants to die before Read More …

CategoriesEstate planning, Financial planning, Guardianship, Revocable Trust, Trustee

Considerations When Choosing a Guardian for Your Minor Children

Posted onOctober 5, 2020October 1, 2020

No one wants to think about the possibility that you may not always be there for your children. However, as parents, it is important to prepare for the unthinkable. One of the most important decisions clients with young children need to make when preparing their Read More …

CategoriesEstate planning, Guardianship

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