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Considerations When Choosing A Guardian for Your Minor Children

Posted by Jim Foster | Jan 20, 2021 | 0 Comments

Deciding on a guardian for your minor children may very well be the most vexing decision you’ll make regarding your estate planning. Not only must you trust the appointed guardian to raise your children as you’d want them raised, but you also need that person to be financially responsible with your children’s inheritance.

5 Estate Planning Tasks to Add to Your Year-End To-Do List

Posted by Jim Foster | Dec 15, 2020 | 0 Comments

Though preparations for holiday festivities and the new year may look a little different this December, the value of taking stock of your estate plan and finances before the end of the year has not changed. Before you launch into the new year, here are some things we recommend adding to your year-end checklist...

Child Starting College? Why You Should Include Estate Planning in the Preparation

Posted by Jim Foster | Oct 23, 2020 | 0 Comments

You've probably focused on the fact that, on the cusp of graduating from high school, your child is almost an adult now—meaning that she is going to spread her wings. But what is essential to remember: At 18, a college student may still want her mom and dad by her side if she gets sick, but legally, decisions for medical care are no longer yours to make.

Four Common Myths about Estate Planning

Posted by Jim Foster | Oct 15, 2020 | 0 Comments

Myth 1:  My spouse can make all of my healthcare and financial decisions because he/she is my spouse. Reality:  This is not always the case.  To make sure your spouse can indeed make important decisions on your behalf, you should sign a financial and health care power of attorney and an advance ...

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