Estate Planning: Back to the Basics for Busy Parents
As we sail through June, I know many of us are fully immersed in summer mode – soaking up the sunshine, firing up the grill, and cherishing those precious family moments. I'm certainly doing my part to enjoy the beautiful weather!
But as a busy parent myself, I also know how quickly summer breezes turn into autumn routines. Soon enough, backpacks will be packed and school bells will be ringing. For me, this transition always highlights the importance of being truly prepared. Big life moments like the back-to-school season are more than just dates on the calendar; they're junctures. As kids grow and transition (especially those heading off to college!), their needs, your responsibilities, and your financial landscape evolve.
This makes it the most vital time to create or update your will and trust to ensure you’re accounting for what life's unexpected changes could bring.
That's why I'm excited to offer a free webinar: Back-to-School Season: Estate Planning Basics for Busy Parents. Tuesday, August 19th at 9:30 am ET.
Can't make it? Register and get access to the replay.