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Planning for the Future

Common Mistakes When Making a Will

By Megan Gebhardt, Gebhardt Law Office

Here are a few common estate-planning mistakes that can leave your family with less than what you meant to leave them, or even worse, a mess to clean up.

Big First Steps for an Awesome Little Dude

By Luke Minor

Luke Minor is the Senior Associate Director for Washington's Guaranteed Education Tuition (GET) Program and he's recently become a new uncle. Luke shares a personal essay on why he wants to start saving for college for his nephew.

Getting around to it: Make time to make a will

By Megan Gebhardt, Gebhardt Law Office

Megan Gebhardt of Gebhardt Law Office is a frequent speaker at PEPS Groups, where she says parents ask great questions about wills and planning for the future. Megan shares some interesting stats on millennials and talks about how you can get around to making a will for your new family.

Financial Planning for Families: Focus on the basics

By Aaron Leland

The conversation often starts something very much like this: “We don’t know what we’re doing right, what we’re doing wrong, what we haven’t even thought about – where do we even start?

6 Estate Planning Tips

By Megan Gebhardt, Gebhardt Law Office

Welcoming a new member into the family marks the onset of important responsibilities in caring for your child. One of these responsibilities is making sure you have provided basic protections for your child in the event something should happen to you.

Gifts to Grandchildren

By Megan Gebhardt, Gebhardt Law Office

Many grandparents want to leave a gift to their grandchildren. Before establishing a trust or making other gifts, Grandparents should make certain they have sufficient assets to pay for their own needs during their lifetime. If they are ready to use their estate to provide for their grandchildren, there are good options available.

Saving for College: Can I Afford Not To?

by Travis Venable, CMP™

Nine out of 10 parents believe their kids will pursue higher education, but with rising college costs, financially preparing for this expense can feel like an impossible task.

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