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Estate Planning for College Kids

Do College Kids Need Estate Planning?

As a legal adult after attaining the age of 18, your child should have in place several legal documents that will allow you to provide support and obtain information, if something unexpected happens to your child.

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Will

What a Will Won’t Accomplish

That last will and testament you have tucked away? It may not be the last word on what happens to your stuff after you are gone. Instead, that legal document’s directives for doling out your wealth may be overruled by other paperwork and relevant laws.

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Estate Planning Strategies

Before They’re Gone—Estate Planning Strategies

If you have not already been inundated with invitations to webinars, articles and newsletters regarding the estate planning you should consider doing before new legislation passes, you undoubtedly will receive these over the next few months.

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H3 Halacha Summit

We are proud to sponsor at the H3 Halacha Summit! This will be one of the most impactful events for those looking to level up

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Effective Estate Plan

What Do I Need in My Estate Plan?

An effective estate plan uses a collection of documents and teamwork to protect one’s assets and personal property. An effective estate plan also explains and carries intentions of how to pass control down to successors in the event of your absence.

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Will

What Is a Guardianship?

Guardianship is a legal action where the court deems an adult an incapacitated person and appoints someone, the guardian, to make decisions about the care and finances of the individual.

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Estate Planning for College Kids

Do I Need a 529 Education Savings Plan?

Most of us associate 529 accounts as college savings vehicles. They’re flexible, allowing you to transfer assets to anyone, including yourself, for the express purpose of furthering the education of your beneficiary. However, did you know that a 529 can also be a powerful estate planning tool?

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