Align Life Insurance Policies with Your Estate Plan to Really Take Care of Your Kids
Most life insurance companies are quite efficient. However, you will need to ensure you’ve correctly aligned your policy with your estate plan.
Aug 23, 2017
Family Estate Planning Law Group
When Naming a Guardian for Minor Children, Don’t Stop at One
Many people put off doing their wills because of the difficulty of deciding on a guardian for their minor children.
Aug 9, 2017
Family Estate Planning Law Group
Parenthood in Older Age Requires Planning
New arrivals during senior years are no longer limited to celebrity lifestyles, but they do require your resources and planning for guardianship issues.
Jun 7, 2017
Family Estate Planning Law Group
When Caring for an Elderly Parent Becomes a Second Job
More than 45 million Americans take care of an elderly family member, usually an aging parent. This can have negative impact on their own family.
May 29, 2017
Family Estate Planning Law Group
Should Your Aging Parent Live with You?
Whether or not an aging parent should live with their adult children raises issues for the parent and the children. There is no single or easy answer.
May 8, 2017
Family Estate Planning Law Group
How Aging Parents and Adult Children Can Get on the Same Page
Conversations about caregiving, retirement & estate planning need to start early, & need to be ongoing to prevent misunderstandings. It’s that simple.
May 5, 2017
Family Estate Planning Law Group
Advisors Education Series
Welcome to the homepage of our Advisors Education Series! We offer a series of workshops and webinars to professional advisors as part of our commitment to education in the estate planning realm. To view the calendar of a specific educational event type or to register, please follow the links below.
Your life, your legacy – let’s plan it together
Whether you’re just starting to think about your legacy or need to adjust an existing plan, our dedicated team is ready to help. With personalized guidance and lifelong support, we make sure your estate plan evolves with you to reflect your values, protect your assets, and care for the people you love.
