Important To-do's Before Sending Your Child Off the College: Part One

Sep 28, 2018
The day has come. Your little baby has grown up and is now ready to leave the nest. He or she has graduated high school and the next big step is awaiting. Whether it’s college, a gap year, a year abroad…

Important To-do's Before Sending Your Child Off to College: Part Two

Oct 01, 2018
In Part One of our blog series, we provided some valuable tips - things to consider before your send your kids off to college. Here are four additional tasks that you should not forget! 1. Determine whether…

QTIP Trust: An Estate Planning Tool for Blended Families

Jul 15, 2019
If you are married with children from an earlier marriage, you may be wondering how you can provide for your spouse after your death and yet ensure that your assets ultimately pass to your children and…

Financial and Legal Tips for New Parents

Jun 16, 2020
Here are some helpful tips for providing a solid financial foundation for your child. After the birth or adoption of a child, there are three financial and legal things that generally should be taken…

Virtual Event: Estate Planning Essentials During a Pandemic

Aug 25, 2020
Estate Planning Essentials During a Pandemic Wednesday, September 30th, 2020Time: 12:00PM – 1:30PMVirtual Zoom Meeting Join us for our next virtual roundtable "Estate Planning Essentials During a Pandemic"…

The Two Estate-Planning Documents You Need for College-Bound Kids

Sep 10, 2020
Estate Planners are seeing a new trend where their clients are increasingly requesting to put estate-planning documents in place for their college-bound kids. This aligns with the new data that shows young…