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Protecting young families

Estate Planning for Parents

For parents, planning is often less about taxes and more about people: who should care for children, who should manage inherited money, and when children should have control over an inheritance.

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Questions every parent should answer

  • Who should serve as guardian if neither parent can care for the children?
  • Who should manage money for the children?
  • At what ages or milestones should a child receive control?
  • Who can make financial and medical decisions for a parent during incapacity?

Avoid an automatic inheritance at 18

Family Will and trust plans can create continuing trusts rather than directing an outright distribution to a minor or newly adult beneficiary.

Your plan can start today

Protect what matters.
Plan with clarity.

Begin with a secure preliminary intake. No attorney-client relationship is formed until the firm completes review and a written engagement agreement is accepted.

Start Your Estate Plan →Call 269-267-1655