Who We Serve

Single Person/Young Adult

If you are 18 years old or above, single, going to college, just started working, or a young professional, estate planning is likely the last thing on your mind. You are thinking, “I have barely started my life, I do not have any spouse/children, and I have not accumulated much assets” then why bother?

You may be surprised to learn that regardless of your assets (or lack thereof), every adult must have a plan in place. You may not need an advanced plan, but having certain components are a must. For example, in case of any unforeseen incapacitation during your

lifetime, you may be unable to take healthcare decisions for yourself. With a health care directive in place, you can entrust someone you know to take those important decisions for you. If you do have some assets, regardless of its size, you should have a protection in place and keep it up as life situation changes. This way, you will be always prepared, no matter where life takes you. We help create a plan with must-have components for you and give you tools to maintain and scale up your plan as you pass through different stages of your life. It is never too early! Everyone needs a plan in place. Any plan is better than no plan.

Single Parent

We all love our children. They are our priority and we always want the best for them. If you have minor child(ren) and something happens to you rendering you incapable to take care of them, you will want your child(ren) to be cared for by someone you trust. That does not happen automatically unless you have made your wishes known in a manner that no one else can challenge.

While the other parent should be the ideal caretaker, personal circumstances vary widely, and that is sometimes not an option.

In such cases, you should name the individual(s) who would take care of your child(ren) as well as your assets for the benefit of your child(ren), and leave instructions on how you want them to raise your kids and give them values like yours. You need a plan in place to express your wishes and pass your legacy to your minor child(ren) in the easiest possible way. Our comprehensive planning gives you the peace of mind that your child(ren) are protected under all circumstances.

Married Couple With Children

If you are married and have children, a thoroughly thought through estate planning is essential. Depending on your situation, some decisions may be simple: You may let your spouse take health decisions for you if you were incapacitated during your lifetime, the spouse may inherit everything when you are gone, and when both of you die your children may inherit everything. However, more often than not, some critical decisions around estate planning can quickly become complex due to varying situations. For example -

• If all assets are not jointly held or you have more than one child, you need to carefully consider how you want your assets to be passed and distributed to the survivors.
• If you have adult children, you may want to make sure everything is planned and distributed per your wish without creating any conflict between the beneficiaries.
• If you have minor children, you need to be extra careful in selecting who you want to care for your kids if both you and your spouse passed away. You will also need to name individuals who you trust to manage your finances and assets until your minor children become adults or when you decide the timing is appropriate for them to take over.

If the planning is not done right, you or your loved ones may land in the court and may have to deal with the complexities of money and family dynamics as governed by the law. If your loved ones are unaware of all your assets, your hard-earned assets may end up in your State’s unclaimed property department, instead of going to your loved ones. To keep your loved ones out of court and out of conflict, and ensure your legacy is inherited by them, completing an estate plan that is done right becomes very important.

Blended Family

If you have a blended family, it becomes crucial that your estate plan strikes a right balance between all the family members. This balance helps minimize or eliminate any potential conflicts between family members. If you or your spouse were previously married and have children from prior marriages, it is not uncommon to see a conflict between the family members with regards to ownership of your assets after your death, that often gets contested in courts if not pre-empted and managed well through a meticulous estate planning.

Our law office ensures that your plans are tailored to your personal situation that eliminates any potential conflicts between the family members. We help you carve out a plan that protects your loved ones and makes your wishes very clear leaving no room for ill feelings.

Your estate plan also offers you an opportunity to protect your assets from the possibility that your spouse can remarry in the future and all your hard-earned money can potentially go to a stranger, depriving your children (often from a prior marriage) of any inheritance.

Our office has the experience and training over the years to help you design your customized plan to mitigate such conflicts and help you create a plan that works best in your personal situation.

Life Partners/Family of Choice

Sometimes, we chose certain people and treat them like a family, whether we are related to them or not. You love and care about them, spend your life with them, and want to make sure they are well taken care of after your death. You want to make things easy and simple for them.

 

You may want all your hard-earned money to be inherited by them. You may want them to take health care decision for you in case you are incapacitated. In these situations, we help you put an informed plan in place for your peace of mind and for easy and simple transition to your loved ones.