We help you plan for the certainties and uncertainties no matter your stage in life.
Guide Your Young Adult Well
Eighteen years you watch your children grow – you protect them and keep them safe. Being an active part of their financial and legal future isn’t any different, unless your family doesn’t have the plan in place to allow you to continue to help your child. Up until that point, parents have access to important information to help make healthcare, educational and financial decisions for their children. Once your child turns 18, your ability to be involved decreases unless your child has the correct legal plan providing you with access and authority to help navigate life’s tough decisions.
Join Your Lives Well
Getting married is a huge step in your life. Maneuvering the changes of what tying the knot means to your financial plans, merging finances, and aligning on your wishes can be overwhelming. You probably know your spouse is entitled to receive certain funds when you pass away, but did you know in some circumstances, your spouse’s family might receive your property instead of your family? Also, even though it’s not fun to think about, you may want to list your spouse as the person who will make decisions for you in the event that you can’t. If a legal plan isn’t in place, state law will determine who gets your assets when you pass away and who will make the important decisions you accidentally put off.
Protect Your Children Well
Additions to your family mean additions and updates to your plan. Having children is scary and crazy enough without adding in the thought of not having a plan if something happens to you. A detailed and complete estate plan allows you to name guardians to care for your minor children and ensures your assets are not tied up in the court system. Instead, that money will be set-aside for your children’s well-being, giving you peace of mind that your belongings will be given to your children thoughtfully.
Transition Your Life Well
Moving or just moved? Few people know that state laws impact your plan. Once you get settled, it’s important to review your existing plan and make any necessary updates.
Continue on Well
In the whirlwind of a divorce or passing of a spouse, it is easy to forget that your estate plan needs to be reviewed. For instance, your former spouse may still be listed as a beneficiary of your plan, causing major headaches for other family members. A quick check of your plan will make sure it aligns with your current needs and wishes. Inkwell can help.
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