Important Estate Planning Documents Your Parents Need Now
As your parents navigate their golden years and to ensure their peace of mind – and your own – make sure your parents have these 3 documents in place now.
Bank Account Blues: Why Naming Your Children as Beneficiaries or Joint Owners of Your Bank Accounts May Not Be Your Best Option
When it comes to your bank accounts, there’s a common misconception that simply naming your children as joint owners or pay-on-death beneficiaries will suffice.
Protect Your Children After You’re Gone
Many parents wrongly assume that in the event of their untimely passing, their children will automatically be cared for and inherit their assets.
Understanding Money Dysmorphia: A Guide for Young Parents and Professionals
Young parents and professionals are particularly susceptible to money dysmorphia. Amidst the pressures of repaying student debt, starting families, advancing in careers, and social media showcasing the extravagant lifestyles of peers, it’s easy to fall into the trap of feeling financially inadequate.
Don’t Send Your Kids Back to School Without These Documents
At Jacob & Greenfield, we are dedicated to securing the well-being of your children under all circumstances. As the kids go back to school, do not overlook this essential homework for parents – naming legal guardians and creating your own For The Kids Plan (TM).
Estate Planning for an 18 Year Old in Florida
When your child turns 18, you should discuss the importance of estate planning and ensure your child has certain legal documents in place for their protection out in the world.
Why “Just a Will” May Not Be Enough
When you think of estate planning, a Will is usually the first thing that comes to mind. In fact, most people who contact us tell us they do not need anything complicated for their estate – just a Will. Indeed, Wills have a reputation as the number one estate planning tool and can be seen…
When Should Young Parents Start Estate Planning?
Young parents should start their estate planning right now. We have seen, too often, the consequences of not planning ahead.
4 Common Mistakes When Naming a Life Insurance Beneficiary
Investing in life insurance is a foundational part of estate planning and, when done right, it is a primary way to say “I love you” to your loved ones after you are gone. However, when naming your policy’s beneficiaries, several mistakes can lead to potentially dire consequences for the people you are investing to protect…
Estate Planning for Single Parents
Being a single parent is a huge responsibility, even if you do share time with a parenting partner, and especially so if you do not. Regardless, as a single parent, your children’s lives are now largely in your hands. So, what would happen to them if something happened to you?
