The Estate Planner LLC

As our parents age, the roles often reverse, and we find ourselves caring for the ones who once cared for us ❤️. Navigating this journey can be challenging, but it's also filled with love, patience, and growth. 🌱https://lnkd.in/gNxjVExp #CaregivingJourney

🛠 Happy Labor Day! 🧰

⚖ As your child turns 18, they are legally considered an adult, even if they’re still living under your roof. It’s essential to encourage your child to execute a durable power of attorney and a healthcare proxy or medical power of attorney. 💼 #PowerOfAttorney #TheEstatePlanner

🏦 Contributing to a 529 college savings plan or another education-focused account can be worth consideration. These accounts offer tax advantages and can be used to pay for qualified educational expenses. https://lnkd.in/gNsQyvP2 #529CollegeSavingsPlan 💵

🎓 Setting up an Education Trust for educational expenses can be a smart move. A trust can provide financial support for your child’s, grandchild’s or other beneficiaries’ education and other expenses while potentially offering tax benefits and asset protection. https://rpb.li/t8CFfO #EducationTrust #TheEstatePlanner 🏫

🏡 Estate planning is often surrounded by myths that can lead to costly mistakes. Contrary to popular belief, estate planning isn't just for the wealthy, and it’s not something you should put off until later in life. https://rpb.li/H6oL #EstatePlanning #MythBusting 📜

#EstatePlanning #AdultChildren #CollegeStudents

📝 Life is unpredictable, and planning for the unexpected is crucial. Have you thought about who would make decisions for you if you were unable to? Incapacity planning ensures that your wishes are respected and your affairs are managed by someone you trust. https://lnkd.in/g6CzArQS #IncapacityPlanning 💼

🎓 As your college-age child embarks on their journey, ensuring they’re prepared for any medical emergency is crucial. Having the right legal documents in place, like a Healthcare Power of Attorney, can give you the authority to make important decisions if they’re unable. https://rpb.li/VFYr #CollegeLife #MedicalPreparedness

🌟 As your special needs child approaches 18, new legal and financial considerations come into play. The Estate Planner is here to guide you through this important transition, helping you make informed decisions to protect your child's rights and interests. https://rpb.li/G0eE2g #SpecialNeedsPlanning #Guardianship 👨👩👧👦