FROM THE BLOG
Adios Summer… Hello College
Posted by Tarah Carlow on August 14, 2013
Summer time is coming to an end, and college is just around the corner. If you’ve got clients with college-bound kids, you have a chance to create “a great summer touch point” by providing them with tips and insights for their children that they might not have come up with on their own, says MorningstarAdvisor.
Just a few points to consider: durable power of attorney, advanced medical directive, property insurance, and prepare them in case of an accident.
Clients may also want to use the imminent departure as an opportunity to educate a child about budgeting, and protecting their identity, property and credit status.
To read the MorningstarAdvisor article, Preparing to Send a Child to College, click here.
Happy Writing,
