Posts Tagged ‘Trusts’
An Easy to Use Guide to Help Parents Name Guardians for Their Kids
You love your children more than anything in the world and would do anything to protect them. But what if something happens to you or you and your spouse – who will love, care, and raise them? Do not assume. Unless you have properly and legally nominated guardians in the event of your death or incapacity, all bets…
Read More3 Ways to Protect Your Beloved Pet If Something Happens to You
My Australian Shepherd, Motley, just celebrated this third birthday, and it got me to thinking what have a done to provide for him if something happens to me? For a lot of us, a beloved pet is considered an important part of the family. Indeed, my wife and I always say we have a family…
Read MoreMillennial Estate Planning Made Easy, Simple, and Outstanding
For most people in their 20’s and early 30’s, the topic of estate planning seems to be something for older generations to discuss. It follows the natural course that one starts to sort their affairs the closer they get to the end of their life. Of course, this assumes our lives have a definitive timeline. …
Read MoreSome Food for Thought When Reviewing Your Estate Plan
Estate planning is an ongoing process, and an estate plan review should be done every few years to ensure that your unique goals and needs are still being met. As I’ve mentioned before, your planning should never be merely a set of documents you execute once, stick on a shelf, and never look at again. …
Read MoreCongratulations! It’s an Estate Plan! Protecting Your Newborn from Birth
Congratulations are in order for one of my best friends and his wife on the birth of their first child – a sweet baby girl. She is adorable and it is clear from the joy in his face that his heart is stolen away forever (cue Van Morrison song). My wife and I have been…
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