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Estate Planning

Planning for Minors

Categorized in:
Trusts, Medical Directives, Financial Powers of Attorney, Disability and Special Needs, Wills, Planning for Minors

Estate planning is making a plan in advance, naming the people or organizations you want to receive the things you own after you die, and taking steps now to make carrying out your plan as easy as possible later.

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Categorized in:
Planning for Minors

As our families grow, change, and become more complicated, their estate plans must grow and change with them. Those with minor children need to pay careful attention to their estate plans after divorcing their spouse.

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Categorized in:
Trusts, Inheritance Planning, Lifetime Gifts, Planning for Minors

Learn about the several options available when considering how to leave assets to adult children.

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Categorized in:
Legacy, Inheritance Planning, Lifetime Gifts, Planning for Minors

Every parent wants to make sure their children are provided for in the event something happens to them while the children are still minors. Proper estate planning can help you understand how to leave money to minor children.

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Categorized in:
Trusts, Legacy, Medical Directives, Inheritance Planning, Financial Powers of Attorney, Retirement Accounts, Wills, Planning for Minors

A checklist of eight estate planning things you should take care of before you travel.

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Categorized in:
Disability and Special Needs, Planning for Minors, Executor and Trustee Responsibilities

Young families need estate planning because others are depending on them.

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Categorized in:
Trusts, Medical Directives, Inheritance Planning, Lifetime Gifts, Wills, Planning for Minors

Ten major estate planning goals to accomplish before the end of the year.

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Categorized in:
Planning for Minors

Learn about some important factors to consider when naming a guardian for your child in your estate plan.

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Categorized in:
Inheritance Planning, Planning for Minors

Learn how discussing inheritance with children can help them be prepared to handle even a modest amount.

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Categorized in:
Legacy, Inheritance Planning, Planning for Minors

Treating your children fairly in your estate plan does not necessarily mean you need to divide the inheritance equally.

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