Protect Your Family
You have been working hard, putting in tireless hours of education and on the job experience in your field, you’ve reached some goals and have others you’re aiming for, and you have a young family. You are juggling a lot and your main concern is always making sure your family has what they need and also some of the things they want.
But have you considered what will happen to your family if something happens to you? You are a forward thinker with goals and dreams and plans, so I’m guessing you probably have. And it puts an ache in your gut. The thought of your children living without one or both of their parents is an ache that no one can take away. But with good estate planning you can set your children up to experience so many of the joys and cultures and experiences that you wanted to share with them. Your estate plan can make a way for them to still have these experiences— even if something happens to you.
A Trust Based Plan
The first step to making sure your kids get to experience all of the things you hope and wish for them is to have a plan. And it is our firm belief that this plan should be Trust based. What that means is that your primary tool for designating what happens to your assets after your death is through a Trust.
We listen to what your hopes and goals are for your children, and can help you determine how you can support them in that— even if you’ve already passed. We can draw up a plan that helps you put all of those wishes into action and is legally sound. We can help you painlessly create a Trust that meets these goals and works for your unique family. Every person and their life situation is different, and their estate plan should be too. We don’t create cookie cutter estate plans. We listen, we ask good questions, and we design a plan for YOU. You are not a cookie. A cookie cutter plan won’t work for you. Trust me on this.
Once we’ve heard your story, your hopes and dreams for your family, and we’ve crafted a plan that suits you, we can refer you to other professionals such as CPAs or financial advisors to build a portfolio to accomplish those goals, if needed. You’ve worked hard all these years. You have built something special. Skilled professionals can help you achieve your goals and more.
Avoiding Probate
When we put together a plan— no matter how big and complex— our goal is to make this plan EASY for everyone. We want this plan to be easy for you to live with. We don’t want your Trust to be a burden you are constantly worried about. We want it to give you peace of mind. It’s a part of your life now, but it’s not something you are obsessed about. It’s there to support the wishes you have for your family.
We also want it to be easy to administer for your Trustee. Oftentimes your Trustee is a loved one. We don’t want your Trust to be a burden on a grieving spouse, child, or loved one. If we feel that the administration of your Trust would be too much for a loved one to sanely carry out, we will tell you and offer solutions. We partner with our clients to create sustainable plans that support the legacy you wish to leave behind.
The true beauty of a Trust is that it skips over the major headache that is the probate process. Without a Trust, your estate must pass through probate. This process can be clunky, inefficient, and headache inducing— even for attorneys who do it every day. A Trust avoids this completely— when handled and funded properly. So, it saves your family the headache of the probate process.
Making Your Wishes A Reality
Do you want your kids to have experiences like music lessons, sports, or traveling abroad? You can make a plan that incorporates these things.
Do you see great potential in your child and how they will impact the world? Your trust based estate plan can create opportunities for them to go to college, study the arts or specialty trades, or travel the world for a year.
You know your child and you know the life you are planning and hoping to provide for them. Estate planning is like an insurance policy. It allows you to cast the vision. If you partner with us we can take that vision and make it a legal reality.
Estate planning is a good investment. The plan is there, the parts needed to execute it are there. Worst case scenario you need the plan and it serves the purpose you designed. Best case scenario, you don’t need the plan, you get to experience every moment you planned with your family, and you have peace of mind the whole time. Because the plan was there just in case the worst happened.
We can help you in 3 simple steps. First, schedule a consultation. Second, meet with us. Third, let us work our magic and then come in to sign your documents. And afterward, rest assured that your family is well set up for the future.
Call us at (404) 736-6066 to schedule a consultation.