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Guardians for Kids
Thursday, August 30, 2018
Aretha Franklin's recent passing brought to light another celebrity estate lacking the proper protection planning to avoid probate. We have provided a reminder checklist to prevent this from happening to you and your family...Read more . . .
Thursday, August 9, 2018
This week marks the first week of school for many families. While the kids are at school, we continue to discuss financial planning in Part 2 of our Back-to-School Checklist. Keep your preparation-game strong by using these planning tools!Read more . . .
Tuesday, July 24, 2018
As a soon-to-be college freshman many years ago, I was preoccupied with selecting roommates, finding bacteria-resistant shower shoes, and dreaming about the incredible freedom my 18-year-old adult self would have. Of course, it never occurred to me that it would have been prudent to have certain legal documents in place to make sure my parents could intervene on my behalf if I were injured, ill or incapacitated while I was away at school. This never occurred to my parents either! In fact, my mother and father did not fully appreciate that when I turned 18, at least in the eyes of the law, they no longer had any dominion over me. Read more . . .
Tuesday, May 22, 2018
For this week, we are diving into the realm of entertainment, sharing some celebrity estate planning horror stories!Read more . . .
Wednesday, March 28, 2018
Some common questions to consider, whether you're new to estate planning or have a comprehensive plan in place...Read more . . .
Tuesday, January 2, 2018
Happy 2018! Keep celebrating and carry on! Along with your new year's resolutions, we are going to discuss some savvy organizational tools to help carry you throughout the year!Read more . . .
Thursday, November 30, 2017
Legacy Planning is an integral part of planning for your estate, we are going to give some insight as to how your legacy can be conceptualized while planning for your estate!Read more . . .
Monday, November 20, 2017
For our Thanksgiving edition, we talk about being generous in your estate plan. If you are thinking of options to give generously while providing for loved ones, this is for you! Read more . . .
Friday, September 22, 2017
Continuing the discussion about the key decision makers that may impact your estate. In the second part of this discussion, we are giving more information regarding the individuals you can choose to help run your estate!Read more . . .
Friday, September 1, 2017
Your Estate Plan involves a lot of decision making! Part of this process involves choosing decision makers to act on behalf of the Estate. We are giving a breakdown, role-by-role, of the key decision makers that will be involved in the Estate administration!Read more . . .
Tuesday, August 8, 2017
You have made it! The third (and final) installment dedicated to my fellow Millennials. For this segment, I am discussing asset protection - what it entails and how it works. Read more . . .
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