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When Children Arrive: Preparing for the Unexpected

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Contenido proporcionado por The Northern Trust Institute. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente The Northern Trust Institute o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.

In this episode, we explore the financial and legal steps essential for starting or expanding a family. From naming guardians to establishing education funds and creating a solid estate plan, we discuss the key strategies for protecting your family’s future.

Our conversation is guided by Stacy Singer, the National Practice Leader for Trust and Wealth Advisory Services at Northern Trust, who combines her professional expertise with personal experience as a parent of two adopted children. Together, we look at how thoughtful planning can provide security, stability, and a strong foundation for generations to come.

In this episode, you will learn:

  • [02:00] Essential steps to prepare for the arrival of a child
  • [07:32] Strategies for estate planning
  • [14:02] Considerations for nontraditional families
  • [23:06] How to provide ongoing support for adult children

Want to continue the conversation?

Remember to subscribe to Secrets of Enterprising Families to stay connected as we dive deeper into the strategies that empower families to manage wealth across generations. Don’t miss our next episode, where we’ll explore creating a wealth plan.

  continue reading

5 episodios

Artwork
iconCompartir
 
Manage episode 459776904 series 3604535
Contenido proporcionado por The Northern Trust Institute. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente The Northern Trust Institute o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.

In this episode, we explore the financial and legal steps essential for starting or expanding a family. From naming guardians to establishing education funds and creating a solid estate plan, we discuss the key strategies for protecting your family’s future.

Our conversation is guided by Stacy Singer, the National Practice Leader for Trust and Wealth Advisory Services at Northern Trust, who combines her professional expertise with personal experience as a parent of two adopted children. Together, we look at how thoughtful planning can provide security, stability, and a strong foundation for generations to come.

In this episode, you will learn:

  • [02:00] Essential steps to prepare for the arrival of a child
  • [07:32] Strategies for estate planning
  • [14:02] Considerations for nontraditional families
  • [23:06] How to provide ongoing support for adult children

Want to continue the conversation?

Remember to subscribe to Secrets of Enterprising Families to stay connected as we dive deeper into the strategies that empower families to manage wealth across generations. Don’t miss our next episode, where we’ll explore creating a wealth plan.

  continue reading

5 episodios

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