Who You Are

We are all unique. Your life experiences were different than your best friend, your work is different, your family dynamics are different, and so on. It turns out we aren’t all the same, that’s why estate planning is an individualized process and can’t be accomplished with the standardized DIY tools found on the internet.

Whatever your current “status” is single (or not), children (or not), the fact that you are on this site shows that you truly and deeply care about the people in your life and you want to make things as easy as possible for them, if and when something happens to you.

Your wealth isn’t measured just by the dollars in the bank, but by the well-being of the people you love.

To read up on the specifics of estate planning based on your situation, check out our detailed service listings here. 

We help:

Married With Children

When you are married with children, estate planning is usually pretty straightforward. You want your spouse making decisions for you if you cannot make decisions for yourself, 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 (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. And, some tactical specifics that need to happen to ensure your assets don’t end up lost to the State Department of Unclaimed Property because your family overlooks something when you can’t be there to guide them.

And, if you are in a second (or third or more) marriage situation with children from a prior marriage (we call this a “blended family”), well it’s an almost guarantee the people you love will end up in conflict, if you don’t plan ahead.

We are well-trained and highly skilled in planning for the needs of “blended families”, which is the term of art in the legal profession for people who are in second (or third or more) marriages with children from a prior marriage.

So, if you are in a second (or third or more) marriage, contact us for a Family Wealth Planning Session so we can look together at everything you own, and everyone you love, and what would happen to all of it, when something happens to you. Then, you can get informed, educated and empowered to make the right planning decisions for the people you love.

Single Parents

You have the primary responsibility for ensuring the well-being and care of your children. If something happens to you while they are minors, you want to ensure you’ve 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 may not be 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 steps necessary to legally document who you would want raising your child, and how you would want your child raised, and how you want your assets handled for your child, in case anything happens to you. We can help you get that done.

So is this a good time to talk about estate planning?

Life Partners With or Without Children

The law does not protect your love if you are not married, period. In so many ways, estate planning is the very most important for you when you are not married, but have a life partner in your life. And, if you have children together, well it’s exponentially more important for you to get your estate planning handled right.

You have to take action yourself to ensure you will have access to your loved one’s hospital bedside, and that your unmarried loved one will have access to you, if you are hospitalized.

If you do not take action, it’s very likely that the person you love most in the world could be blocked from being with you in an accident, or making health care decisions for you, or deciding what you are nourished with, or who gets to see you.

And, that’s just your healthcare. Without the protection of estate planning, the person you love most in the world could be thrown out of your house, ejected from your business, or locked out of your finances.

If you have children together, they could even be taken out of your partners care.

Estate planning when you are unmarried isn’t optional. It’s truly a matter of life and death for the people you love most.

Single or Married Without Children

You don’t have children, but you do have people in your life that you love, and you want to ensure things are as easy for them as possible if and when something happens to you.

You want to pass on what you have worked so hard for your entire life, and do it in a way that helps your loved ones know and feel your love just when they’ll need to most.

On top of that, and maybe even more importantly, you want to choose who will receive what you’ve worked so hard to create, and also ensure that your “chosen family” will be able to care for and love you, in the event you are incapacitated and cannot make healthcare decisions for yourself. Your wealth isn’t measured just by the dollars in your bank account, but by the well-being of the people you love. You care enough to get your estate planning handled so your loved ones will not get stuck in court or conflict, when you become incapacitated or die.

We know you are busy and promise to make the process as simple and easy for you as possible. 

To get started right away, click here to schedule an appointment.

You made it to the end of this page! If you did not see a description of who we serve that sounds like you, I welcome you to reach out to me by following this link. Our estate planning is not a one size fits all system, and I would be excited to hear your concerns for your particular situation. I would imagine that you are not the only one whose life does not fit in a box — so your call could help others whose needs are also not met by these categories, or by traditional estate planning. Either way, let’s talk. Click here to follow the link to my calendar.
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