Tag: estate
guardianship
Children

Choosing Guardianship for Your Children: A Critical Part of Estate Planning

Choosing guardianship for your children is one of the most important decisions in estate planning. By selecting the right person, providing financial resources, communicating your parenting philosophy, and ensuring easy access to estate plans, you can create a stable and supportive future for your children. If you haven’t yet named a guardian or need to update your estate plan, now is the time to take action.

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March 7, 2025 No Comments
General Planning

Ahhh it’s Year-End! What do I need to do before 12/31?

It’s time to make sure you’re financially accounted for before the new year rolls around. It may be maxing out HSA and retirement plans, settling debt, or holding realistic assumptions about your spending habits. Here is a full list to consider tackling.

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December 7, 2022 No Comments