When you are married with children, estate planning is usually pretty straightforward. You want your spouse making decisions for you if you are incapacitated. You want to make sure your assets go to your spouse when you die and to your children after your spouse is gone.

Seems simple, right?

If only it was. Our probate courts wouldn’t be clogged with the impact of the complexity of money and family. And, there wouldn’t be over $3 Billion (with a B) of a assets in the Massachusetts Unclaimed Property Division and $58 Billion of assets in the State Departments of Unclaimed Property across the United States.

There are a myriad of questions that need to be answered to ensure your family stays out of court, and out of conflict, in the event of your incapacity or death. And, some tactical specifics that need to happen to ensure your assets don’t end up lost to the Massachusetts Unclaimed Property Division because your family overlooks something when you can’t be here to guide them.

And, if you are in a second (or third or more) marriage situation with children from a prior marriage (we call this a “blended family”), well, it’s an almost guarantee that the people you love will end up in conflict if you don’t plan ahead.

Most of all, your wealth isn’t measured just by the dollars in your bank account but by the well-being of the people you love. You care enough to get your estate planning handled so your family will stay out of court and out of conflict.

We know you are busy and promise to make the process as simply and easy as possible for you.

Call our office to learn more or schedule your Planning Session using the button below.