What is Permanent Guardianship & Why Does It Matter?
What is permanent guardianship? The importance of selecting a viable guardian early in a child’s life cannot be understated. In the event a parent passes prematurely or becomes unable to deliver the caregiving needs of a minor child, having a responsible and loving family member or trusted friend ready may prove invaluable. Without someone who…
What to Know During the Guardianship Nomination Process
Do you know about the guardianship nomination process? If something happened to you and you were unable to take care of yourself or your children, who would step in? Ideally, it would be someone you chose. Nominating a guardian before something happens allows you to do just that. What Is a Guardian? Think back to…
Maximizing Tax Umbrellas for Estates
How can you maximize tax umbrellas? Estate tax can rip as much as 40% of your family’s assets from them, depending on the value of your estate and its location in the country. Right now is the time to protect your estate from federal and state taxes. If you take the time to create a well…
How Planning for Being Incapacitated Will Strengthen Your Whole Family & Estate Plan
When you think about it, planning your estate is not about dying. It’s about managing and protecting your assets, and who gets to control them, while you are living. If you become incapacitated, having an incapacity plan in with your overall estate plan ensures that your best interests are clear. It also ensures your family is…
How You Can and Should Educate Your Family About Your Estate Planning Forms
Having an estate plan in order is the best way to protect your family if you unexpectedly die or become disabled. Fundamentally, an estate plan is a collection of necessary forms and instructions for people to use and follow when they eventually become necessary (and they will someday). Once you have estate plan established, and…
How to Help Your Family Use Your Estate Planning Forms in An Emergency
In an emergency, everything is chaotic and stressful. Family members are often distraught and unable to clearly (and quickly) think about your wishes. What will happen to your children if you and your spouse are no longer able to care for them or yourselves? How will your family know your wishes or have access to…