FAMILY PEOPLE
ESTATE PLANNING YOU CAN TRUST
You love your family. You want to ensure things are as easy as possible for them, if and when something happens to you.
You show your love through acts of service. You want to pass on what you have worked so hard for your entire life and do it in a way that feels good and full of ease.
Your wealth isn't measured just by the dollars in the bank, but by the well-being of the people you love.
You may be single, married, have children or not. The one common denominator is that you truly and deeply care about the people in your life and you want to make things as easy as possible for them, if and when something happens to you.
single parents
ESTATE PLANNING YOU CAN TRUST
You have the primary responsibility for ensuring the well-being and care of your children. If something happens to you while they are minors, you want to ensure you've made the decision about who cares for them, and how.
In the most ideal scenario, your child's other parent would be suitable to take custody of your child, if you cannot be there. But in many cases, that's not possible, or desired.
No matter what the scenario, as a single parent (whether your child's other parent is in the picture or not), you need so take the steps necessary to legally document who you would want raising your child, and how you would want...
In the most ideal scenario, your child's other parent would be suitable to take custody of your child, if you cannot be there. But in many cases, that's not possible, or desired.
No matter what the scenario, as a single parent (whether your child's other parent is in the picture or not), you need so take the steps necessary to legally document who you would want raising your child, and how you would want...
MARRIED WITH CHILDREN
ESTATE PLANNING YOU CAN TRUST
When you are married with children, estate planning seems pretty straightforward. You want your spouse making decisions for you if you are incapacitated, and you want to make sure your assets go to your spouse when you die and then to your children after your spouse is gone.
If only our probate courts weren’t clogged with the impact of the complexity of money and family. Then it would be "easy" to go through court and there wouldn’t be $58 billion (with a "b") of assets in the state departments of unclaimed property across the United States.
There are a myriad of questions that need to be answered to ensure your family stays out of court and out of conflict in the event of your incapacity or death, even when you are simply married with children. And some tactical specifics need to happen to ensure your assets don’t end up lost to the state department of unclaimed property if your family overlooks something when you are not there to guide them.
If only our probate courts weren’t clogged with the impact of the complexity of money and family. Then it would be "easy" to go through court and there wouldn’t be $58 billion (with a "b") of assets in the state departments of unclaimed property across the United States.
There are a myriad of questions that need to be answered to ensure your family stays out of court and out of conflict in the event of your incapacity or death, even when you are simply married with children. And some tactical specifics need to happen to ensure your assets don’t end up lost to the state department of unclaimed property if your family overlooks something when you are not there to guide them.
Blended Families
ESTATE PLANNING YOU CAN TRUST
If you are in a second (or third or more) marriage, and you have children from a prior marriage, you must engage in estate planning that will keep the people you love out of conflict.
No matter how close or friendly you think your new spouse and your children are, there is simply an unavoidable, inherent conflict between them upon your death.
Having said that, this conflict can be mitigated and you can ensure that the people you love most — your new spouse and your children — will each be well-taken care of with the most ease possible.
You can even take actions to support their being on the same team with each other in a time of grief.
It does take planning though, and we are well-trained and highly skilled in planning for the needs of "blended families", which is the term of art in the legal profession for people who are in second (or third or more) marriages with children from a prior marriage.
No matter how close or friendly you think your new spouse and your children are, there is simply an unavoidable, inherent conflict between them upon your death.
Having said that, this conflict can be mitigated and you can ensure that the people you love most — your new spouse and your children — will each be well-taken care of with the most ease possible.
You can even take actions to support their being on the same team with each other in a time of grief.
It does take planning though, and we are well-trained and highly skilled in planning for the needs of "blended families", which is the term of art in the legal profession for people who are in second (or third or more) marriages with children from a prior marriage.
life partners with or without children
ESTATE PLANNING YOU CAN TRUST
In so many ways, estate planning is the very most important for you when you are not married, but have a life partner in your life. And, if you have children together, well it's exponentially more important for you to get your estate planning handled right.
The law does not protect your love if you are not married, period.
You have to take action yourself to ensure you will have access to your loved one's hospital bedside, and that your unmarried loved one will have access to you, if you are hospitalized.
If you do not take action, it is very likely that the person you love most in the world could be blocked from being with you in an accident, making health care decisions for you, deciding what you are nourished with if you can’t decide for yourself, or who gets to see you.
And that’s just your healthcare.
married or single without children
ESTATE PLANNING YOU CAN TRUST
You don't have children, but you do have a spouse, partner, or other loved ones, and you want to ensure things are as easy for them as possible if and when something happens to you.
You want to pass on what you have worked so hard for your entire life, and do it in a way that helps your loved ones know and feel your love just when they'll need to most.
On top of that, and maybe even more importantly,
you want to choose who will receive what you've worked so hard to create, and also ensure that your "chosen family" will be able to care for and love you, in the event your are incapacitated and cannot make healthcare decisions for yourself.
Your wealth isn't measured just by the dollars in your bank account, but by the well-being of the people you love. You care enough to get your estate planning handled so your loved ones will not get stuck in court or conflict, when you become incapacitated or die.
You want to pass on what you have worked so hard for your entire life, and do it in a way that helps your loved ones know and feel your love just when they'll need to most.
On top of that, and maybe even more importantly,
you want to choose who will receive what you've worked so hard to create, and also ensure that your "chosen family" will be able to care for and love you, in the event your are incapacitated and cannot make healthcare decisions for yourself.
Your wealth isn't measured just by the dollars in your bank account, but by the well-being of the people you love. You care enough to get your estate planning handled so your loved ones will not get stuck in court or conflict, when you become incapacitated or die.