Who You Are:
Married With Children
Estate planning you can trust.
When you are married with children, estate planning is usually 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 it was, our probate courts wouldn’t be clogged with the impact of the complexity of money and family. And, there wouldn’t be $58 billion worth 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. And, some tactical specifics that need to happen to ensure your assets don’t end up lost to the state because your family overlooks something when you can’t be there to guide them.
If you are in a second (or third or more) marriage with children from a prior marriage (we call this a “blended family”), then it’s likely that the people you love will end up in conflict if you don’t plan ahead.
Your wealth isn’t measured only by the dollars in your bank account, but by the well-being of your family and your loved ones. You care enough to get your estate planning handled so that your family will stay out of court and out of conflict, no matter what.
We know you are busy and promise to make the process as simple and easy for you as possible.