» Planning for Minor Children

family hugging and smiling happily

What Conditions Can I Put on My Child’s Inheritance?

You have two primary options for leaving an inheritance to a child. The most straightforward is to give it to them in a single lump sum, with no strings attached. But this might not be the best option for some children. You may be concerned about the… Read More
Addiction Recovery word cloud considerations in Estate Planning for an Addicted Loved One

Things to Know in Estate Planning for an Addicted Loved One

It has been said that the only thing harder than being an addict is loving one. It can be particularly difficult for a parent to bring a child into the world, full of hopes and dreams about their future, and then watch them spiral down into addiction… Read More
meeting with a trusted advisor

Estate Planning Is About Knowing Your Priorities

Thinking about the world and how our loved ones will fare after we pass away can be very difficult. Although we all know that we will pass away at some point, this is not something most people like to dwell on. However, by proactively planning and pr… Read More
new born baby gripping parent's thumbs tightly

Is it time to Update Your Estate Plan?

Having an estate plan is a great way to ensure you and your loved ones are protected today and in the future. When creating an estate plan, we look at what is going on in your life at that time. But because life is full of changes, it is important to… Read More
Authorization for consent to medical treatment of minor child

Who Will Care for Your Child When You Cannot?

As a parent, you are responsible for the care of your minor child. In most circumstances, this means getting them up for school, making sure they are fed, and providing for other basic needs. However, what would happen if you and your child’s other… Read More
piggy bank inside child's hands, inside parent's hands

Don’t Let This Crucial Question Derail Your Estate Plan: Outright or in Trust?

Sitting down to create or update your estate plan can be overwhelming. Crucial to a successful plan is your ability to address two major questions: Who will get your stuff when you die, and how do you want those individuals or charities to receive th… Read More
Picture of building blocks such as Legos

Celebrating International LEGO Day Jan 28

Mark your calendars: January 28 is International LEGO day, which celebrates the date when the patent for the globally famous plastic brick system was filed. Since the 1940s, people have been creating their own worlds, brick by brick, with LEGOs. With… Read More
Estate Planning Word Cloud

How Far in Advance Can I Begin My Estate Planning?

You can create your estate plan at any time, but many people choose to begin the process of estate planning sooner rather than later. Why? Because you never know when life-changing medical or financial emergencies can strike that will require someone… Read More
young siblings with a piggy bank between them

Could a Testamentary Trust Be What Your Loved Ones Need?

One of the main reasons that a person creates a revocable living trust (a trust established during a person’s lifetime that they can amend or revoke) instead of relying on a will to transfer their money and property to their beneficiaries is to avo… Read More
mother looking over her shoulder at her minor children on a swing

Are You Single with a Minor Child? If So, You Need a Plan

You have a minor child who depends on you for their survival, so you need to make sure that they will be cared for if you are ever unable to care for them. By creating an estate plan, you can address your minor child’s care and custody and provide… Read More