Who Will Raise My Children if I die? Guardian nomination is topic you will cover during your estate planning process. As a father, this question haunts me. As an estate planning attorney, I cannot imagine a more important question to answer. Regardless of how difficult this topic may be, parents of minors have a duty […]
guardian
Do You Have an Estate Plan? “No, Because I Don’t Have an Estate.”
Do I need an Estate Plan? It was the spring of 2007 and Joe met with an estate planning lawyer for the first time. Joe was your average middle class guy. He was married to Sally and they had a little one on the way. Joe also shared custody of his daughter from a previous […]
Helping Sam and Julie Protect What Matters Most
Meeting Sam and Julie I was introduced to Sam and Julie by a mutual friend, John (all names have been changed). Sam and Julie wanted to protect what matters most to them, their children. So, we sat down to discuss their plan and how I could help. We went over their family dynamics, their financial […]
Guardian Selection, it’s All About Them
The selection of a guardian for your child(ren) is, and rightfully should be, one of the hardest decisions a parent may ever have to make during their estate planning process. As such, I thought it was worthwhile to follow up last month’s article “Pick Me!” with a more detailed analysis of the discussions I have […]
Estate Planning Considerations – WHO?
During the process of setting up your will or trust you are going to be asked to make some very important decisions regarding your future plans. Below are some of the most important roles we ask our clients to nominate another person for and a brief description of each. Who, in your life, would you […]