Planning for Your Children's Future and Family Well-Being
When you are married with children, estate planning may seem straightforward. You want your spouse to be the one making decisions for you if you are ever incapacitated. You also want your assets to go to your spouse when you pass away, and then to your children after your spouse is gone.
It sounds simple enough.
The reality, though, is that it is not always so simple. Probate courts across the country are clogged with the complications that arise from money and family dynamics. In fact, more than 58 billion dollars are currently sitting in state departments of unclaimed property nationwide, and in North Carolina alone the number is over one billion.
We're here to help you answer the many questions that must be answered to keep your family out of court and out of conflict if something happens to you. There are also important details that need to be handled so your assets are not lost to the state simply because your family overlooked something when you were not there to guide them.
Each family is unique and if you are in a blended family with children from a prior marriage, there could be a greater risk of conflict without a thoughtful plan in place. Remember that your legacy isn't only the house or the money you leave behind in your bank account. True wealth is about your life experiences, values, stories, and the well-being of the people you love most. Taking the time to put a plan in place is an act of love that helps your family avoid unnecessary stress and conflict during a difficult time.
Planning to protect your family does not have to be complicated or overwhelming. We make the process simple, clear, and it's designed to give you confidence that your family will be cared for, no matter what.