Why Advisors Should Have ‘Legal Checklist’ Conversations with Parents of Teens

Legal checklist

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…

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Helping Clients Prepare Their Kids for the Legal Transition to Adulthood

talking to young adult about entering legal adulthood

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…

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The Untold Risks of Not Having a Power of Attorney for Your College Student

peace of mind with a power of attorney for your college student

As a parent, sending your child off to college can be both an exciting and nerve-wracking experience. You’ve spent years preparing them for the independence and freedom that comes with higher education. However, one crucial detail that often gets overlooked during this transition is ensuring that your college student has the proper legal tools in…

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What Happens to Your Kid’s Health Records the Moment They Turn 18?

health records

As a parent, you’ve been the guardian of your child’s health and well-being for many years. But what happens when they turn 18 and become legal adults? One of the key areas of change is how their health records are handled. At 18, your child is no longer a minor, and the laws governing access…

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