Back to School: Helping Clients Plan for Adult Children

By WealthCounsel Staff on Aug 19, 2022 10:00:00 AM

EP for Young Adults-Blog

Back-to-school is a busy time for parents, especially those who are sending their kids to college for the first time. As an estate planning attorney, you know that a person’s 18th birthday has even more implications than moving into a dorm room and registering for college classes. While this can be an emotional, life-changing time for both clients and their children, now is the ideal time for you to reach out to clients, leads, and referral sources to help families adapt to the new legal reality at the milestone of adulthood. Read on to learn more about how estate planning for young adults can give the entire family peace of mind.

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Protecting Assets for the Next Generation

By WealthCounsel Staff on Aug 27, 2021 10:00:00 AM

next-generation

Fall is often associated with back-to-school time, when many clients focus on their children’s educational future. This makes fall the perfect time for estate planning attorneys to remind their clients how important it is to take steps to secure their children’s financial future as well. By incorporating asset protection in their estate plan, clients can not only provide an inheritance for their children but also protect the inheritance from creditors, a soon-to-be ex-spouse, and poor money management that can quickly deplete hard-earned assets. 

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