Darlynn Morgan is a fellow OC mommy and family trust attorney with a passion for helping families protect those they love if the unthinkable should happen to them. Not a fun topic, I know. But trust me, getting everything in order the right way will bring you tremendous peace of mind.
She wrote a great post today on three easy steps to get started and is hosting several free seminars coming up in February and March where you can learn more. Details and dates below!
The Busy Mom’s Guide for Getting Your Legal and Financial House in Order in 2012
by Darlynn Morgan of Morgan Law Group
You want the best for your kids, and as a mama you already know that you need to have some type of financial strategy to make this happen over the long-term.
After all, there’s college to plan for, family wealth to think about and choosing legal guardians who could raise your minor kids if something happens to you…..just in case.
For most parents, taking steps to get your legal and financial house in order can feel daunting. I hear from parents all the time who don’t know where to start, confused about who they should talk to and flat-out overwhelmed by all the decisions that need to be made.
I get it, and that’s why my goal this year is to help parents simplify the process of getting their “ducks in a row,” while also helping them make the very best decisions for their loved ones.
If you’re ready to start playing your financial A-game in 2012, here are my top three recommendations of where to start: