Legal Essentials for College-Bound Families

In this episode, I am joined by Alesandra Messineo,  Founder and Owner of the Law Offices of Alessandra M. Messineo Long. Join us as we dive into the world of legal essentials for college-bound families where we explore crucial topics that every family sending a child off to college should consider. It's not too early for young adults to have a will, power of attorney, and a health care proxy.

Show Highlights:
Why estate documents are essential for college (4:32)
When young adults need to consider a will (12:24)
Power of attorney and health care proxy (15:19)
Where to store documents (25:48)
Requirements for these documents (27:24)
How often to review (28:47)

Connect with Julina Ogilvie:
Website- https://www.julinaogilvie.com
Website- principlewealthpartners.com/team
Email- jogilvie@principlewealthpartners.com
YouTube- https://www.youtube.com/channel/UCTISXBl6sK8JsJn0ZhmQfkA
Facebook- https://www.facebook.com/principlewealthpartners
LinkedIn- @julinaogilvie

The information provided is for educational and informational purposes only and does not constitute investment advice and it should not be relied on as such. The statements and opinions expressed in this podcast are those of the author. PWP cannot guarantee the accuracy or completeness of any statements or data. For current PWP information, please visit the Investment Adviser Public Disclosure website at www.adviserinfo.sec.gov by searching with PWP’s CRD #290180