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When Children Arrive: Preparing for the Unexpected
Manage episode 459776904 series 3604535
Το περιεχόμενο παρέχεται από το The Northern Trust Institute. Όλο το περιεχόμενο podcast, συμπεριλαμβανομένων των επεισοδίων, των γραφικών και των περιγραφών podcast, μεταφορτώνεται και παρέχεται απευθείας από τον The Northern Trust Institute ή τον συνεργάτη της πλατφόρμας podcast. Εάν πιστεύετε ότι κάποιος χρησιμοποιεί το έργο σας που προστατεύεται από πνευματικά δικαιώματα χωρίς την άδειά σας, μπορείτε να ακολουθήσετε τη διαδικασία που περιγράφεται εδώ https://el.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?
- More on Northern Trust’s Secrets of Enterprising Families
- More on Stacy Singer
- Reach out to your Northern Trust advisor
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.
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