Creating your estate plan isn’t always easy, especially when you have a big family. You probably want to make sure that you are taking care of everyone. Sometimes, people worry that they are doing things fairly. What many people don’t realize is that fair might not always mean equal. We know that you might have some concerns about what you are going through with the creation of the plan. We can help you learn about your options so that you can set your plan, so it ensures your wishes are followed.
When you are thinking about how to get the assets to your loved ones, you need to think about what will help them and how you can make things work. This means that what you set up for one might not work for another one.
For example, you might have a responsible adult child who can handle getting a large sum all at once. You may have another adult child who can’t handle that and would squander the money. In this case, a trust with conditions on it might benefit the child who isn’t as financially responsible.
You have many options for making your estate plan work. You can’t rely on what another person did when you are setting your own estate plan up. We can work with you to find out what goals you have for your estate so that we can help you determine what ways you relay those to your loved ones when you pass away. It is imperative that everything is clear in your plan so there aren’t any disagreements about what you want.