Having a child can sometimes feel like having your money walk around outside of your bank account.
But we still love ’em, right?
My daughter is only 8, but I’m already teaching her about money.
I’m teaching her how to earn, save, and spend. I also want her to learn the power money has to buy freedom, time, and experiences.
Not just more schtuff.
It can be scary how long it takes to build wealth, and also how quickly it can be lost with a single poor decision. If only we could leave instructions to help bring guidance to our kids in the future long after we’ve kicked the bucket.
But let’s stop that emo soundtrack right now – if life was a Jimmy Eat World album, maybe the story would end right there.
But fortunately, California law says you can leave instructions to bring guidance and influence to your children’s finances long after you’ve passed away.
And you can be smart about how you do it too, so you don’t leave your children confused about your wishes or entangled in probate court that is wasting precious time and taxing the value of your estate.
And you don’t have to lift a finger to do it. All you have to do is tell me what you want to happen, and I’ll set up your living trust to reflect your wishes, preserve your estate, and care for your children long after you’ve passed away as if you were still a phone call away.
You don’t need to dwell on the future for unnecessarily long periods of time. You just need to make a few key decisions ahead of time, let me create your estate planning documents, and then get back to the present moment – where you can just watch the fireworks.