Kids Protection Plan

Got Minor Kids? 3 Instances When Your Estate Plan Must Include A Kids Protection Plan®

As a parent, you have probably thought about the importance of naming permanent legal guardians for your child in case something happens to you, and maybe you have already done it. If you haven’t yet, take this as the sign [...]

2023-10-02T12:22:18-07:00October 2, 2023|Estate Planning|

Estate Planning Before You Travel: Why It’s Critically Important

Vacations can be the perfect opportunity to relax, disconnect from work and responsibilities, and enjoy your spouse, partner, kids’ or friend’s  company. But before you head off on your next getaway, there’s something else you should consider doing that might [...]

2023-03-28T12:03:02-07:00March 28, 2023|Estate Planning|

What Your Last Will & Testament Will (And Will Not) Do—Part 1

August is “National Make-A-Will Month,” and if you have already prepared your will, congratulations—too few Americans have taken this key first step in the estate planning process. In fact, only 33% of Americans have created their will, according to’s [...]

2022-08-19T15:10:50-07:00August 19, 2022|Estate Planning|
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