Who you are
MARRIED WITH CHILDREN
Estate Planning You Can Trust.
When you are married with children, estate planning is usually pretty straightforward. You want your spouse making decisions for you if you are incapacitated, and you want to make sure your assets go to your spouse when you die, and then 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 $58 Billion (with a B) 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 State Department of Unclaimed Property because your family overlooks something when you can’t be there 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 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, no matter what.
We know you are busy and promise to make the process as simple and easy for you as possible.
Click below to see just how easy it can be.
Or, to get started right away, click the button below to schedule an appointment online.
You may also call our office at 541.776.3405 to schedule an appointment.
Guardians for Free
Naming guardians for your kids is totally
free and easy, no strings attached.
We would love to help you with any of the following:
There are three options for you to get our support.
Choose the one that's best for you:
Schedule Free 15-Minute Phone Conversation
Schedule 2-Hour Family Wealth Planning Session
Schedule 2-Hour Existing Estate Plan Review