Life moves so fast. One day you are bringing your firstborn home to the nest you have created, and suddenly, before you know it, you are watching your baby, all grown, leave the nest to venture out into the world. Once this happens, and your children are no longer financially dependent on you for support, the focus of your estate plan will need to shift.
Financial priorities become more focused on preparing for retirement. At this stage, you may very likely be at the height of your earnings. You want to make sure that you are putting away as much in savings as possible, protecting the assets that you have already saved for retirement, beginning to plan for long term care, and designing the legacy you hope to one day leave behind.
Contact us today and schedule a free consultation to discuss how we can work together with you and your financial advisors to customize an estate plan for you so that you are not putting your heirs and estate in a precarious and expensive position.