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Planning for the Future

Inspire a Child with the Gift of College Savings

There’s magic in the moment when they believe they can be anyone and do anything; and with the right encouragement, they can. One of the best ways to support their dreams is to help them save for college, and it’s never too early. College is expensive.

Essential Planning for Everyone

By Megan Gebhardt, Gebhardt Law Office

There are many cost-free things that families can do to help reduce the stress that their loved ones would go through if they suffered incapacity or died.

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.

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?

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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