Young Children

Make an Achievable 2015 New Year’s Resolution – Get an Estate Plan Checkup!

Posted on: December 23rd, 2014
It doesn’t matter whether you have an estate plan or don’t, one important item to add to your list is getting an estate plan checkup . . . If you don’t already have an estate plan, then getting one in place should be at the top of your 2015 new year’s resolutions. . . If you do, then please pull your documents out of the drawer, dust them off, and look at the date you signed them. ...

Budgeting, Part 3: Instilling Money Values in Children and Grandchildren

Posted on: November 14th, 2013
Money values can be a guiding light that is a component of your legacy. If communicated frequently and purposefully, these values can be an important reference for your loved ones as they learn to handle money....

Naming a Guardian for Your Minor Child(ren)

Posted on: February 9th, 2013
Parents with minor children need to name someone to raise them (a guardian) in the event both parents should die before the child becomes an adult. While the likelihood of that actually happening is slim, the consequences of not naming a guardian are great....

How to Leave Assets to Minor Children

Posted on: February 1st, 2013
Every parent wants to make sure their children are provided for in the event something happens to them while the children are still minors. ...

Incorporating Faith and Values in Estate Planning

Posted on: January 26th, 2013
For many, passing along religious beliefs and values to the next generation is just as important as passing along financial wealth and tangible assets. Estate planning creates many opportunities to do this, including:...

8 Estate Planning Things to do Before You Travel

Posted on: December 30th, 2012
Before any trip, most of us create a “to-do list” of things we have put off and want to take care of before we leave. Here is a checklist of estate planning things to do before you take your next trip...
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