As parents, we all want the best for our children, and sending them off to college is a major milestone in their lives. While we tend to focus on their academic success and social life, it’s essential to also consider the legal and financial implications that...
1. Why are Guardianships Brought? There are many varied scenarios that might lead to the filing of a guardianship petition. Some seem very clear and the parties are in agreement about what has to happen. In other cases, it is not clear that the person who is the...
You may have never heard of fee-only financial services before. Or maybe you’ve heard from friends and family that they don’t pay their financial advisors. The truth is that there is more than one way for financial professionals to use when servicing their clients. ...
You might not realize how important having a will, powers of attorney, named guardians for your children or trusts are. You may have a lot of misconceptions about how things will play out when you die, or become incapacitated. You might think that just writing...
What are the pros and cons of creating your will online? Is a will created online actually considered a legal document? At what point is a will necessary? What is the typical process for creating a will, and what should be included? Jackie Cara, managing partner at...
The proactive approach to lifelong protection As the parent of three young adult children, I can attest that one of the most frightening thoughts I had as my children left for college was that something would happen to them and I wouldn’t know or be able to help. I’ll...
