Planning for Children & Grandchildren at Every Life Stage

Our clients often ask us how to design their estate plan to give their children and grandchildren a better life:

• What should I know before making financial gifts?

• At what age should my child be before I make gifts or save for their college expenses?

• What steps can I take after my child turns 18?

• How do I pass on my assets to make sure they stay in my ‘bloodline’ and aren’t at risk in a divorce, lawsuit or illness?

• What planning should I do for my special needs child or grandchild?

In this Life Happens podcast, attorneys Lou Pierro and Hanna Dameron answer these questions – and more. They walk you through estate planning considerations from a child’s birth straight on through adulthood.

If there’s a child, grandchild, niece, nephew or another loved one in your life for whom you want to plan, listen to the Show, and give the office a call if you’d like to schedule a consultation with Lou and Hanna to discuss goad for your own estate planning.