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Estate Planning for Young Families

October 6, 2015 By Katie Brewer

Estate Planning for Young Families

In the excitement and exhaustion of caring for young children, estate planning is probably not be at the top of your priority list. But all families, especially those with young children, should have a basic estate plan in place. If something unfortunate were to happen, your family would be grateful that you took the time to put a plan together. Here are nine things to keep in mind as you Continue Reading

Filed Under: Estate Planning Tagged With: estate planning, guardian, online financial advisor, online financial planning, trustee, young children, young families

Estate Planning Lessons We Can Learn From Cinderella

December 9, 2014 By Katie Brewer

We’re all familiar with the story of Cinderella. Her mother died when she was young, and she was raised by her loving father. Eventually, he remarries in order to give his beloved Cinderella a stepmother and stepsisters. Then Cinderella’s father dies and leaves everything to the stepmother, who uses the inherited riches for herself and her two daughters. The stepmother and sisters are cruel to Continue Reading

Filed Under: Estate Planning Tagged With: estate planning, guardian, guardianship, trust, trustee, will

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About Katie

Katie Brewer - Certified Financial Planner

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Katie Brewer, CFP® is a Dallas, Fort Worth, and online fee-only financial planner with over 15 years of experience. Her passion is helping clients get their financial lives in order to start living their richest lives.

Your Richest Life is a Fee-Only financial advisory firm providing honest and independent financial advice. Our clients, the members of Generations X and Y, have a different relationship with money than their parents did.

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