When considering estate planning, most people automatically think about taking legal steps to ensure the right people inherit what they have when they pass away. And these people aren’t wrong. Putting strategies in place to protect and pass on what you own is a fundamental part of the planning equation. However, providing for the proper distribution of your assets upon your death is just one part of the process. And it’s not even the most critical part.

If you have a current estate plan, I’ll bet you plan to leave your assets to your children outright and unprotected by age 35, or maybe a little later. Go take a look at your estate plan, and see what it does right now. And, if you don’t have an estate plan, and you have children or other people you care about, contact us today and let’s get that handled for you.  

You’ve probably heard you need a trust to keep your family out of court and maybe out of conflict in the event of your death or incapacity. And, if you haven’t, you are hearing it now. If you own any “probatable” assets in your name at the time of your incapacity or death, your family must go to court for permission to access them. If you aren’t sure if your assets are “probatable” contact us to discuss.