Planning for Families

a young adult with his parent and advisor signing legal YAEP documents

Solution for Families with Young Adults: Partnering on YAEP Planning Before Year-End

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a young adult blowing out her birthday candles that say 18

The Legal Gap at Age 18: Helping Clients Understand HIPAA, FERPA & Healthcare Decision-Making

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a parent giving their child a wrapped gift

Skip the Gadgets This Holiday—The Most Valuable Gift for Your Teen Is Protection When Life Happens

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a child with their two parents smiling and looking at each other

They’re 18, You’re Still Their Parent—But Legally, You’re a Stranger. Here’s How to Fix That Fast

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a picture of an emergency plan folder

The Young Adult Emergency Plan®: A Gift of Safety, Love, and Protection for Your Child’s Future

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a parent standing over their young adult child as they are looking at documents and a computer

The Moment Your Child Turns 18, the Law Changes—Here’s How to Stay Empowered as a Parent

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an advisor planning with their client and the clients son

How Advisors Can Help Families with Young Adults Avoid Court, Delays, and Crisis Decision-Making

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a cake that has 18 candles on it

Guiding Families with 18+ Children: Essential Documents Advisors Should Recommend

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a parent and their young adult planning with a lawyer

If Your 18–25 Year-Old Is Home for Thanksgiving… Have This Conversation Before They Leave Again

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people running in the emergency room.

The Call No Parent Wants: Why Waiting to Get Legal Protection for Your 18+ Child Can Cost You Everything

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an emergency plan on a table

Protecting Your College-Age Child: The Loving Step Most Parents Overlook Until It’s Too Late

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a young adult hugging their parents at graduation

Your Teen Just Turned 18… Now What? A Parent’s Checklist for Peace of Mind

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a group of advisors together doing a clients year end planning

Coordinating Year-End Strategies Across CPAs, Financial Advisors & Attorneys

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a couple with sticker shock looking at their computer and the cost

Helping Clients Avoid Sticker Shock at Year-End

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a calendar flipping to the year end for the end of year review

The Hidden Cost of Waiting Until After Year-End

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a couple talking to their lawyer checking in on their estate planning and beneficiaries

When Did You Last Review Your Beneficiaries?

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a person writing on their document and fixing the changes being made

3 Quick Fixes to Give You Peace of Mind Before Year-End

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a photo of a year end review

Advisor Guide: End-of-Year Client Triggers to Watch

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an estate planning checklist

Year-End Estate Planning Checklist: Don’t Miss These Simple Fixes

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a woman looking at her phone looking shocked at sticker shock

No Surprises: How to Estimate Costs and Avoid Year-End Sticker Shock

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Recent Posts

a young adult with his parent and advisor signing legal YAEP documents

Solution for Families with Young Adults: Partnering on YAEP Planning Before Year-End

November 11, 2025
a young adult blowing out her birthday candles that say 18

The Legal Gap at Age 18: Helping Clients Understand HIPAA, FERPA & Healthcare Decision-Making

November 11, 2025
a parent giving their child a wrapped gift

Skip the Gadgets This Holiday—The Most Valuable Gift for Your Teen Is Protection When Life Happens

November 11, 2025
a child with their two parents smiling and looking at each other

They’re 18, You’re Still Their Parent—But Legally, You’re a Stranger. Here’s How to Fix That Fast

November 11, 2025
a picture of an emergency plan folder

The Young Adult Emergency Plan®: A Gift of Safety, Love, and Protection for Your Child’s Future

November 11, 2025

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