Empty Nesters

Major family milestones are a key time to have your estate plan reviewed and updated. If you’re concerned about a new son-in-law or daughter-in-law, or have seen a child experience bankruptcy, schedule a consultation to learn how to address these issues with a personal estate plan.

Some concerns this stage of life may bring:

• My child is not good with money. I’m concerned that my child will frivolously spend their inheritance…and I worked so hard for it!
• If my child’s marriage doesn’t work, will 50% of their inheritance go to their ex-spouse?
• I’m concerned about my daughter’s husband or son’s wife taking all of my child’s inheritance.
• My child has been through bankruptcy… How does this affect their inheritance?

We can answer all of these questions or any others that you have! And don’t forget, if you are sending a child off to college, be sure you have obtained these important documents.