What is a Custodian Account and Do You Need One? August 29, 2011 - Andrew Smith If you have a fairly modest estate, you may not think that it makes sense to set up a trust... Read More Estate Planning, Parents w/ Young Children, Wills and Trusts
How Do You Choose the Best Guardian for your Children? August 8, 2011 - Andrew Smith It’s not an easy thing to consider the possibility that you may not live to see your children grow up... Read More Estate Planning, Parents w/ Young Children
Updated Your Choice of Guardian Lately? July 20, 2011 - Andrew Smith If you have children, one of the most important parts of your estate plan is your Will, with which you... Read More Estate Planning, Parents w/ Young Children
Another Use for a Roth IRA July 13, 2011 - Andrew Smith Did you know that a minor child can have a Roth IRA? Of course, the child can only contribute as... Read More Financial Planning, Parents w/ Young Children
Parents: Make an Estate Plan and Enjoy the Same Flight June 20, 2011 - Andrew Smith Have you and your spouse ever taken separate flights to the same destination when you’re traveling without the kids, because... Read More Estate Planning, Parents w/ Young Children
Estate Planning for Parents of Autistic Children June 15, 2011 - Andrew Smith If you’re the parent of a child with autism, you’re not alone. It’s estimated that one out of every 110... Read More Estate Planning, Parents w/ Young Children, Special Needs Planning, Wills and Trusts
Why a Special Needs Trust? June 13, 2011 - Andrew Smith Imagine you have a loved one – your daughter, for instance – who has special needs. And, imagine your loved... Read More Estate Planning, Parents w/ Young Children, Special Needs Planning, Wills and Trusts
Does the Person I Name as My Children’s Guardian Also Have to Control Their Inheritances? May 6, 2011 - Andrew Smith Parents with young children have quite a few difficult decisions to make when it comes to estate planning. Not only... Read More Estate Planning, Parents w/ Young Children, Wills and Trusts
Building Flexibility Into Your Child’s Trust March 30, 2011 - Andrew Smith Part of your role as a parent is to prepare your child for a successful adulthood, including protecting him from... Read More Estate Planning, Parents w/ Young Children, Wills and Trusts
What is a 529 Plan? February 25, 2011 - Andrew Smith A 529 plan is a tax-free account established for the express purpose of paying the expenses of higher education for... Read More Financial Planning, Parents w/ Young Children
Planning For Your Children With a Family Pot Trust January 5, 2011 - Andrew Smith If you’re the parent of young children, your estate plan serves a special purpose. With it, you designate a guardian... Read More Estate Planning, Parents w/ Young Children
Estate Planning Term: Intestacy January 3, 2011 - Andrew Smith Intestacy is the legal term for dying without having a valid Will in place. You can die “intestate” for two... Read More Estate Planning, Parents w/ Young Children, Wills and Trusts