Nominating Guardians for Minor Children Planning for your child’s future is one of the most important steps you can take as a parent. While no one likes to think about the possibility of being unable to care for their child, having a legally designated...
Don’t Name a Minor Child as Direct Beneficiary! Naming a minor child as a direct beneficiary of an account or a Will can lead to several complications and challenges that may affect the child’s financial future. Here are some key reasons why this practice is...
Should I add my child’s name to my account? My clients often ask whether or not it is a good idea to add their child name to their accounts. Adding a child as Power of Attorney (POA) on your account, may be useful if there is ever a period of time you are...
Are You Following Your Estate Plan? An estate plan is like a map to the way your life’s work should be honored. It is meant to be followed. But in order for others to follow it, you must first. Your estate plan should be a carefully thought out plan designed to...
