Have you ever asked “what estate planning documents do I need?” Or, have you searched for this answer on the internet? If so, we encourage you to keep reading. This article explores five foundational estate planning documents and when you should consider using them. The Big Five We consider the five following estate planning documents […]
guardian of minor
Guardian Nomination – Who Will Raise My Children if I Die?
Who Will Raise My Children if I die? Guardian nomination is topic you will cover during your estate planning process. As a father, this question haunts me. As an estate planning attorney, I cannot imagine a more important question to answer. Regardless of how difficult this topic may be, parents of minors have a duty […]
Helping Sam and Julie Protect What Matters Most
Meeting Sam and Julie I was introduced to Sam and Julie by a mutual friend, John (all names have been changed). Sam and Julie wanted to protect what matters most to them, their children. So, we sat down to discuss their plan and how I could help. We went over their family dynamics, their financial […]
Guardian Selection, it’s All About Them
The selection of a guardian for your child(ren) is, and rightfully should be, one of the hardest decisions a parent may ever have to make during their estate planning process. As such, I thought it was worthwhile to follow up last month’s article “Pick Me!” with a more detailed analysis of the discussions I have […]