Why Plan – National Estate Planning Awareness Week

A question I often get asked is "Why is estate planning so important for me as a parent of a young child or of young children?" It's simple: when you are the parent of a young child or young children, that is when estate planning is most important. Here's why: You've got young kids. They can't take care of themselves. They can't take care of the assets that you leave to them while they're still young. You need people Read More

Naming Guardians- National Estate Planning Awareness Week

Maybe you've heard that there are certain documents you need to have in place to make sure that your kids are protected no matter what, but you don't know what those documents are, or how to get started. If You Are The Parent Of A Young Child, We Recommend: If you have young children, you definitely want to have a Kids Protection Plan in place. With a Kids Protection Plan, you will name long-term guardians (the Read More

National Estate Planning Awareness Week 2018

Congress has designated the third week in October "National Estate Planning Awareness Week" (October 14-20, 2018). Estate planning is an often overlooked area of personal financial management.  By some estimates, 70% of American parents do not have an estate plan!  Most mistakenly hear the word "estate" and assume "estate planning" is just for the Bill Gates of the world. Estate planning, however, is for Read More

Why Plan – National Estate Planning Awareness Week 2017

A question I often get asked is "Why is estate planning so important for me as a parent of a young child or of young children?" As a dad myself, my answer is that when you are the parent of a young child or young children, that is when estate planning is most important. Here's why: You've got young kids. They can't take care of themselves, they can't take care of the assets that you leave to them while they're still Read More

Naming Guardians- National Estate Planning Awareness Week

So, maybe you've heard that there are certain documents you need to have in place to make sure that your kids are protected no matter what, but you don't know what those documents are. Here's what we recommend if you're the parent of a young child: If you are the parent of a young child, you want to have a Kids Protection Plan in place. With a Kids Protection Plan in place, you will have named long-term guardians for Read More

National Estate Planning Awareness Week 2017

Congress has designated the third week in October "National Estate Planning Awareness Week" (October 15-21, 2017). Estate planning is an often overlooked area of personal financial management.  By some estimates, 70% of American parents do not have an estate plan!  Most mistakenly hear the word "estate" and assume "estate planning" is just for the Bill Gates of the world. Estate planning, however, is for Read More

Naming Guardians: What are short and long-term guardians?

So, maybe you've heard that there are certain documents you need to have in place to make sure that your kids are protected no matter what, but you don't know what those documents are. Here's what we recommend if you're the parent of a young child: If you are the parent of a young child, you want to have a Kids Protection Plan in place. With a Kids Protection Plan in place, you will have named long-term guardians for Read More

When No One Feels Right, How to Decide Who to Name as Guardians

Reasons Most Parents Have Not Planned for the Care of their Kids The statistics are staggering: most parents do not have wills or other documents naming guardian(s) of their children if something happens to them. Depending on the source, the percentage is between 50-75%. Why? One reason is likely lack of knowledge – some parents might understand that a will is the traditional place to name guardians for children Read More

Your Estate Planning Checklist

The death of a parent… Medical issues… Birth of a child… A milestone birthday… Any of these events can trigger the urge to put your affairs in order and plan your estate. One of the best things you can for your loved ones is to leave them an estate that’s well organized, clear cut and easy to administer. While we talk often about the need for a sound estate plan, we know that trying to plan your estate can be Read More

What If?

Most people start the process of estate planning to deal with “What If”. What If you died and your children were still too young to care for themselves? What If you were no longer physically able to care for yourself? What If you had very specific instructions for how your property should be passed on? Every person on the planet has an individual list of things they worry about.   And those worries are often what Read More