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Planning For Young Families

Wednesday, August 17, 2016

Finding the Estate Planning Attorney Who's Right For You

Selecting an estate planning attorney can be overwhelming.  Here are some pointers to help you make the right choice.

Qualifications.  It is fair to question an attorney as to how they developed their estate planning expertise.  Often attorneys who are transitioning, or trying to expand their practice, present themselves as an estate planning attorney although they might have little experience.  Ask how many trusts have   you drafted?  Do you hold any advanced degrees?  To which professional associations do you belong?  Keep in mind that it is impossible to be an expert in all areas of the law.

 


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Wednesday, August 10, 2016

Planning for the Unexpected

It’s Tuesday morning.  Your husband just left for a business trip to Venezuela.  In the family room, 2-year old Sophia is amusing herself while waiting for Jennifer, the 16-year old new neighbor who has been babysitting a few mornings this summer.  It’s your special time to run errands or get in some exercise.  Today is the perfect day to try out a new pair of rollerblades. 

Lace up.  Ear buds in.  Sunscreen on.  You tell Jennifer you’ll be back in about 90 minutes and off you go to the local park.  It’s unusually quiet this morning.  While skating along at a fast pace, you hit a rock , lose your balance and fly wildly out of control into a swale of  high grass,  where you hit your head hard and everything goes dark...


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Friday, July 8, 2016

Providing for Minor Children

Are you a parent with minor children?  Your days are busy and your life is full.  Probably the last thing you want to imagine is the possibility that someday you may leave for work in the morning, and not return.  Who will take care of your children if something happens to you?  Or to both of you?

Have you even thought about a will or trust?  Perhaps that’s something you’d consider when you’re older.  You’re young, healthy, and, of course, you plan to be around for a long time: to see your children finish college, to walk your daughter down the aisle, to grow old with your spouse or partner, and to play with your grandchildren.  But we are reminded on a daily basis that life doesn’t always follow a plan.


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| Phone: 954-885-0085

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