September 10th is Grandparents Day!

We recently had a great visit with my mom and dad. They flew in from Missouri with my niece to help celebrate my son's birthday. We are so blessed that they are willing to come to Arizona and brave the heat!

In 1978, President Jimmy Carter proclaimed that National Grandparents Day would be celebrated every year on the first Sunday after Labor Day.  This year Grandparents Day falls on September 10! We would like to take this opportunity to honor all of our valued clients who are grandparents and wish you the best on your special day.

"If I knew how much fun grandchildren would be, I would have had them first!"

As you know, one of the great joys in life is welcoming a grandchild into the family.  After all, you get to re-experience the wonder of holding a new baby--without having to change the diapers or go without sleep every night!  You can also enjoy watching your grandchildren grow up without continually reminding them to wash their hands, eat their vegetables or brush their teeth!  And let's be honest, there's a certain pleasure in the spectacle of your son or daughter going through exactly what you went through while raising them.  

All humor aside, as a loving grandparent you want the best for your grandchildren and look for ways to help and protect them any way you can.  As your estate planning counselor, we can help you accomplish these goals in many ways, such as generation skipping trusts, special needs trusts, gifting programs, college funding programs, etc.)  we can also protect the assets you want to leave to your grandchildren if, for example, your child gets divorced or remarried, or your grandchild is not mature enough to handle an inheritance on his or her own.  We can even show you ways to leave an inheritance to your grandchildren while benefiting financially in the meantime.