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How Financial Frictions Hinder Innovations

A recent study co-authored by Wharton’s Thomas Winberry reveals that financially constrained firms face a ...

The post How Financial Frictions Hinder Innovations first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

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5 Budgeting Myths That Stop People from Saving

Budgeting is crucial for managing your money well. However, many people avoid it because they ...

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Three Estate Planning Steps to Take for New Parents

February 26, 2020

It’s very exciting to think about all of the possibilities ahead of you and your family when you have your first child, but in addition to all of the other busy new parent related tasks on your list, making an estate plan should jump to the top of the priorities.

Putting off this process before your first one is common because many spouses simply decide to pass all their assets onto one another. However, three estate planning steps should be taken into consideration when having your first child and updating your estate plans to reflect the new structure of your family.

These include making a will, buying life insurance, and naming a guardian. Each of these steps works best when you’ve implemented the other two.

In the creation of your will, you are able to name a guardian who can take over care for your minor child in the event that you and your spouse become unable to do so.

Creating a will can be done by sitting down with an experienced estate planning attorney. In addition, you should also consider buying a life insurance policy that will help provide immediate benefits for your loved ones should something ever happen to you.


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can be of assistance.

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Our Social Media

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Listen in, Join the Conversation!

Recent Posts
How Financial Frictions Hinder Innovations

A recent study co-authored by Wharton’s Thomas Winberry reveals that financially constrained firms face a ...

The post How Financial Frictions Hinder Innovations first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more
5 Budgeting Myths That Stop People from Saving

Budgeting is crucial for managing your money well. However, many people avoid it because they ...

The post 5 Budgeting Myths That Stop People from Saving first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more