Estate Planning · August 24, 2018

Talking to your children about money is a very important task and should be done in different stages. This conversation doesn’t happen all at once in one day, in fact you will need to consider their age before talking about family wealth and how it plays a role in their life. Here is how you should approach each stage when having “the money talk” with your children.

Estate Planning · August 10, 2018

Moving out is a big step for your kids as they are starting a new phase of their life. You might not have thought about what would happen if they were to become incapacitated, but that is a very important thing to consider before you kids move out. As they turn 18, you will not have access to their financial or medical records, unless they sign certain documents to allow you access. Here are documents you should make them sign so that they are taken care of in an unforeseen accident or illness.