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CLIENTS WE LOVE TO SERVE
Single With Children
You love your children. You have the primary responsibility for ensuring their well–being and care. If something happens to you while they are minors, you want to ensure you have 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. And even if it is, you may want the financial resources you are leaving behind cared for by someone other than your former spouse or partner. No matter what the scenario, as a single parent (whether your child’s other parent is in the picture or not), you need to take the necessary steps to legally document who you would want to raise your child, how you would want your child raised, and how you want your assets handled for your child in case anything happens to you. We know you are busy and we promise to make the process as simple and easy for you as possible. Click HERE to see just how easy it is to get started.
Married with Children
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. Seems simple right? 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. Plus, if you are in a blended family with children from a prior marriage, it is an almost guarantee the people you love will end up in conflict if you don’t plan ahead. Most of all, your wealth isn’t measured just by the dollars in your bank account but by the well–being of the people you love. If you are reading this, it is because you care enough to get your Estate Planning handled so your family will stay out of court and out of conflict no matter what. We know you are busy and we promise to make the process as simple and easy for you as possible. Click HERE to see just how easy it is to get started.
Blended families
You love your family. You want to ensure things are as easy as possible for them if and when something happens to you. Here is the really important part though: if you are a blended family and either you or your spouse have children from a prior marriage, there is no way around it – you must plan ahead to keep the people you love out of conflict. No matter how close or friendly you think your spouse and your children are, there is simply an unavoidable and inherent conflict among them upon your death. The great news is that this conflict can be mitigated and you can ensure that the people you love most will all be well taken care of with the most ease possible. You can even take actions in advance to support their being on the same team in a time of grief if and when something happens to you. But it is not like poof! And it happens. It does take planning, and we are well–trained and highly skilled in planning for the needs of blended families. If you are in a blended family, schedule your Family Wealth Planning Session and we will look together at everything you own and everyone you love, and what would happen to all of it if and when something happens to you. Then you are informed, educated and empowered to make the right planning decisions for the people you love. Don’t wait any longer. Book your session today by clicking HERE.
Empty – Nesters
These are not called the golden years for nothing. There is nothing more precious than growing old and being able to experience and see the fruits of your labor. Your children are grown and out of the house. You feel proud of the legacy that you have created and potentially one day will be leaving behind. However, many families because of a failure to plan are leaving behind a legacy tainted by family conflict unnecessary grief. It happens all of the time. Don’t leave your adult children wondering why you didn’t just take care of it and having to battle with the varying emotions of anger, nostalgia, and guilt. Click HERE to find out just how easy it is to leave your family out of court and out of conflict.