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Can I Leave Property to a Minor

How Can I Leave Property to a Minor?

You cannot name a legal minor as a beneficiary. This applies to almost all legal documents, most notably wills and life insurance policies.
Posted on: July 22, 2023

What Three Things Do People Overlook on Estate Planning Benefits?

The main reason to plan your estate is to make sure that your wishes are followed after you are gone.
Posted on: May 11, 2023
Estate Planning Blended Family

Estate Planning for Blended Families in Del Mar

There are many different configurations of blended families. However, they are generally made up of married couples who have children from previous marriages or relationships.
Posted on: May 8, 2023
Women and Estate Planning

What Should Women Know About Estate Planning?

It is essential that women do not surrender the responsibility of managing their financial affairs and devising their estate plan to their family … but take complete charge of this important duty.
Posted on: April 21, 2023

Estate Planning Mistakes to Avoid

It is a common misconception that only the ‘uber rich’ need an estate plan, when in actuality, everyone should have a plan.
Posted on: April 19, 2023
protecting your family - family together in a living room

How to Leave Your Life Insurance and Retirement Plan to Your Minor Children

Your children are your pride and joy. It is no surprise that at some point or another, every parent likely becomes concerned about who will care for a minor child or children if one or both parents die or are incapacitated. From a financial perspective, many parents turn to life insurance in an effort to […]
Posted on: August 18, 2022
estate planning for minor children

COVID-19 and Minor Children: Things to Consider Now

Protecting your family is important, especially when you have minor children, and even more so now that we are learning to live with COVID. With all of the unknowns of our current situation, you need some certainty. Having an up-to-date estate plan can be the first step toward providing that certainty in an uncertain world. […]
Posted on: August 4, 2022
Extended family outdoors

How to Keep Your Child’s Inheritance Out of Your In-Law’s Hands

About 40 to 50 percent of all marriages in the United States end in divorce. Regardless of how you feel about your child’s spouse
Posted on: August 2, 2022
asset protection

Don’t Make These Common, Expensive Mistakes: How to Leave Assets to Minor Children

Most parents want to make sure their children are provided for in the event something happens to them while the children are still minors. Grandparents, aunts, uncles, and good friends sometimes want to leave gifts and assets to beloved young children too. Unfortunately, good intentions and poor planning often have unintended results. Don’t make these […]
Posted on: June 1, 2022
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IMS - Estate Planning and Elder Law Practice Growth Advisors
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