Family and Individuals and Estate Planning


 

WHAT YOU NEED TO CONSIDER FOR YOUR FAMILY AND CHILDREN IN YOUR ESTATE PLAN

Plan so that the plan itself prevents divisive arguments among your family and loved ones.

Have a plan that considers your family values, insights and celebrates significant life events.

Thoughtfully consider who could best raise your children and give them your same values.

Have procedures in place that ensure your children will not be placed, even temporarily, in foster care or with CPS.

Plan to protect the privacy of your family and the family assets.

Plan to protect your loved ones when you are no longer there to protect them.

Plan with trusts to hold assets which protect your children from divorces and bad spouses.Couples and Individuals

Plan with trusts to hold assets which protect your children from other creditors.

Plan in the event of your incapacity or disability.

Legally document all of these decisions.

Organize your legal documents and assets so that your planning remains fluid and grows with you and your family.

 


 

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