Frequently Asked Estate Planning Questions- National Estate Planning Awareness Week

I hope you've enjoyed reading and learning about estate planning during National Estate Planning Awareness Week. We believe that knowledge is powerful and being prepared is liberating- and we appreciate you, area parents, for partnering with us in our mission to educate families - especially young families - about the importance of planning. To wrap up the week, I'd like to take a moment to summarize everything 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

Frequently Asked Estate Planning Questions- National Estate Planning Awareness Week 2017

I hope you've enjoyed National Estate Planning Awareness Week as much as we have! It's our mission to ensure that every child in the Commonwealth is protected -no matter what- and we appreciate you, area parents, for partnering with us in this mission, as you make educated, loving choices regarding estate planning for your family. To wrap up the week, I'd like to take a moment to summarize everything we've covered 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

Not The End, But A New Beginning

In the next two months, those words will ring out in high school graduation ceremonies all across the country. And if you have a high school senior in your home, then chances are that things are about to change dramatically, both for you and your high school senior. There are a few things that you need to take care of before sending your senior off to college. In essence, you need to really prepare your student for 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

The 5 Documents Every Parent Needs in 2009

Today, I am passing along a true story originally published in Parents magazine. This story is repeated more often than you realize. The sad part is that this should not happen to any family... When Aliina Laine was 8, her mother died suddenly, leaving six children, ranging in age from 8 to 26, and no will. After his wife's death, Aliina's father decided to write a will, but he died of a heart attack five weeks Read More