Guardianship | Estate Plan Pros
The Real Cost of Estate Planning

The Real Cost of Estate Planning

Have you ever come across a deal that you really wanted to jump on, and for whatever reason, didn’t or felt like you couldn’t at the time?  And later, you looked back, and realized that you should have made the leap?Bill Gates, at age 23, offered a majority share for his fledgling tech company, Microsoft, to Ross Perot, the President of Electronic Data Systems, for between $50 to $60 million...

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Parents: Are Your Children Protected?

The first thing many new parents do is go buy life insurance. The next thing they should do is see an estate planning attorney. Why? Imagine your children are at home with a babysitter. A highway patrolman knocks on the door to let them know there’s been an accident, and you aren’t coming home. Will your children be well provided for? Too Many Relatives Tragic situations can be compounded by...

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Terrible Two’s, Estate Planning, and College

Watching a young child learn to take that first step, say that first word, count for the first time, makes a parent swell with pride.  Parenting books and blogs with parenting tips are popular because parents want to do everything they can to ensure their child’s future success in life.  And most of that planning centers around the parent being there, helping each step of the way, as it should. ...

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Estate Planning For Young Parents

Estate plans answer three essential questions: who gets my stuff after I’m gone, who takes care of me medically and financially if I can’t make those decisions, and who will take care of my children if they are minors?  Being old and rich doesn’t fit into the equation.  Being concerned about your future well-being and that of your children doesn’t have an age limit. Children Need Protection...

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Protecting Your Children

As parents, we try to make sure our children are safe – wear helmets when riding your bike, don’t talk to strangers, etc., etc.  We also try to protect their financial future with life insurance, and hopefully savings for college.  But when tragedy strikes, are your minor children legally protected? Who will be their guardian?  Will the guardian have access to life insurance proceeds?  Will all...

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Does your estate plan cover the three essential “c”s of estate planning? Taking Control

A good estate plan covers contingencies, takes control of the future, and involves clear communication.  This post is the second in a three-part series that will discuss these three “c”s of estate planning. Taking Control Estate planning is really recognizing that things will happen when you are gone, and decisions will have to be made.  If you don’t make those decisions, your children, other...

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Insurance – half of what your family needs

Whole life, universal, term, refundable, you name it, lots of people buy life insurance, designate their beneficiary, and think they’re all set.  The reality is that they are only halfway done.  Are potential beneficiaries minors, or disabled, or receiving government assistance?  Could the beneficiary benefit from some creditor protection? Under any of these scenarios your designated life...

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Myths About Wills - Myth No. 1 – A Will Provides for Your Children

In this post series, we take a look at several misconceptions regarding wills.  Wills have been around seemingly forever, and most people think of a will when they begin to think about planning for the future.  But how effective are they? Myth No. 1 – A Will Provides for Your Children A will can and should specify who should be the guardian of your minor children after you and your spouse are...

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