Birth Of A Child
Learn how the birth of a child impacts estate planning decisions. Discover key considerations for protecting your newborn's financial future and security.
What estate planning documents need updating after having a baby?
After having a baby, parents often consider updating their will to name guardians and include their child as a beneficiary. Many also explore creating or updating trusts to manage assets for their child's benefit. Additionally, beneficiary designations on life insurance policies and retirement accounts typically need revision to include the new child.
