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Family Planning
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Untangling Your Finances When You Divorce: Don’t Forget These Important Details | Part Two | Examine Your Insurance
Do You Now Have More Home Insurance Than You Need? Oftentimes, property and casualty policies may be issued in the name of one spouse. This is usually the case with homeowners insurance. If you receive property from a divorce, you should make sure the policy has your name on it in the event of a…
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Untangling Your Finances When You Divorce: Don’t Forget These Important Details
Whose name is on the title to the house? Is the person paying child support covered by a life insurance policy? Have you changed your tax withholding now that you won’t be filing as married? These are all important but often forgotten details. Divorce is an emotional time for everyone involved, but neglecting diligent follow-up…
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Is Your Child Heading Off to College? Avoid these 529 Plan Distribution Mistakes
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Evensky & Katz / Foldes
Your kid(s) is(are) headed off to college – congrats Mom and Dad! Before they even meet their professors, you will receive the first of many tuition bills from the university. Thankfully, you’ve been a responsible adult and have accumulated ample savings for this exact expense in a 529 plan. But now, you’re done accumulating and…
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A Baby Changes Everything
There is no greater joy than finding out that either you or a loved one is expecting a new baby. It can bring a flood of emotions, from excitement to uncertainty, but being prepared is a great first step. I created this checklist to help new parents prepare for important considerations beyond cribs, car seats,…
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Special Needs Planning: Resources and Items to Consider
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Evensky & Katz / Foldes
Special needs planning is often narrowly thought of as simply creating a special needs trust. However, depending on the individual’s situation and needs, it may require much more. This article will focus on the resources and strategies available to those with special needs and their families who care for them. Childhood Federal legislation requires local…
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