How We Help — The Young Family

• They need wills that nominate guardians to take care of their children until they reach adulthood.
• They might also be interested in creating a trust to hold their children’s inheritance until they’re financially mature, and not just physically mature.
• We will want to lay a good foundation by preparing for this contingency and offering connections to Emily and Jacob for professionals such as a financial advisor, life insurance broker, and CPA to begin building their wealth.