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Estate Planning for Young Families

Posted on: September 15th, 2016

We know how you feel - the last thing you want to think about is paperwork and making decisions about guardians, death, and money. But, and it’s a big “but,” estate planning is likely the most important paperwork you’ll ever do based on the most important decisions you’ll ever make. It’s part of being a good parent and part of protecting your babies, no matter how old they are. And, of course, you and your spouse need protections too. We promise to make the process easy.

It’s All About the Kids

We know you’ll do hard things for your children, even if you wouldn’t do them for yourself, so let’s talk about the hardest thing for any parent: naming guardians for minor children. We know this is tough; we also know that no one - no one - could ever do as good a job at raising your children as you could. But, there’s someone who could muddle through.

So, first, we’ll name guardians (and backup guardians) in your will. Also in your will, we’ll appoint someone to settle your estate and distribute your assets. And, if your children are minors or you have sizeable assets, we’ll evaluate whether a trust is a good fit.

You have the power to protect the assets you leave for your children so that they’re not spent down on court fees, seizable by future creditors such as divorcing spouses and lawsuits, or discoverable by nosey neighbors and predators.

It’s Not All About the Kids

We know you put your children first, but think about the flight attendant’s directions on the airplane. You need to put your own oxygen mask on first and then help your kids. We include protections and help for you in your estate plan as well.

We’ll appoint trusted helpers to make financial and health care decisions on your behalf if you cannot make those decisions yourself. We’ll also talk about your healthcare wishes and asset protection, minimize taxes, evaluate insurances, and make sure you and your spouse’s needs are met.

Let’s Continue the Conversation

We know we’ve brought up topics that make you feel uncomfortable - they make everyone feel uncomfortable. But, we promise to make it as easy as possible, be respectful of your time, and get you, your spouse, and your children (and pets) protected.

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