Posts Tagged ‘Advisors’

As parents navigate the teenage years, their concerns evolve from managing schoolwork and extracurricular activities to preparing their children for adulthood. For financial advisors working with families, this is an ideal time to bring up the importance of ensuring that their clients’ legal planning is as comprehensive as their financial planning. While many advisors focus…

As children approach adulthood, parents often begin to realize that the legal protections they’ve had in place for their kids throughout their youth may no longer apply. Once a child turns 18, they are legally considered an adult in the eyes of the law, and this transition can bring about significant changes for both the…