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Work with the Highest Standard.
Birth, death, marriage or divorce … these life events are usually the catalysts that prompt people to do something that lingers on financial to-do lists: creating or updating an estate plan. College graduation is another milestone families should use as a reason to revisit their plans. When your son or daughter was young, you needed an estate plan to name a guardian. Now that your child is old enough to live alone, you need a plan to decide whether and how you want to distribute your assets.
You may not spend your weekends in Vegas, but if you’re like most Americans, you’ve probably dropped a dollar or two at the local convenience store to purchase a lottery ticket.
The arrival of a child in your life is a joyous event. The proper planning, however, goes beyond baby naming, doctor’s visits, and gender-reveal parties. Children add an element of uncertainty to your finances, and a deeper need for you to be responsible and plan for the future. These seven steps will help you prepare for all that lies ahead.