How Do I Plan My Estate with a College-Age Child?
January 30, 2020
If you have a college-aged child, estate planning is probably the last thing on your mind.
- 1067 N. Mason Road, Suite 3, St. Louis, MO 63141
If you have a college-aged child, estate planning is probably the last thing on your mind.
Estate planning clients, typically those nearing or beyond retirement, often ask what kind of information they should share during their life with the beneficiaries of their estate.
Sometimes, priming yourself and your loved ones can provide a starting point for the end-of-life conversation. Podcasts are a popular way for people to learn new things–why not end-of-life care options?
Many older clients faced with choices regarding late blooming relationships—whether from death or divorce—are confronted with a decision. Should they remarry or should they continue the new relationship without marriage.
My parents are in their 70s and they don’t have anything planned. I’ve spoken with them about the importance of planning.
The most common question faced by special needs parents and caregivers is, ‘What will happen to them, if I am not here?
If you want to enjoy the company of other people your age, an independent living center might be a good fit for you.
Portability first emerged as an estate planning strategy in 2011 and 2012 from the Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act of 2010. It was made permanent by the American Taxpayer Relief Act of 2012.
When you remarry, you’re not only combining residences with your new spouse, you’re also merging your finances. If you have children, it may involve some financial-related stress.
Having a trust is just one important piece of the puzzle, when planning for your financial legacy. Another piece: your trustee.
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St Louis, MO 63141
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