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25 October

Estate Planning Client Profile #173 | Married Couple | Two Minor Children

, October 25, 2019

These clients were a married couple with two minor children. They wanted to provide for their children and provide guardian designations in case something happened to them when their children.

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estate planning lawyer
24 October

Estate Planning Client Profile #172 | Married Couple | One Adult Child

, October 24, 2019

These clients were a married couple with one adult child. Their goals included leaving gifts to their son and avoiding probate. We created a trust plan for them, which included:.

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estate planning attorney
22 October

Estate Planning Client Profile #171 | Single Woman | Two Adult Children

, October 22, 2019

This client was a single woman in her seventies with two adult children. She did not have an existing plan. Her goals included making sure her assets went where she.

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estate planning attorney
16 October

Estate Planning Client Profile #170 | Married Couple | Two Adult Children | Three Minor Children | Update Plan

, October 16, 2019

These clients were a married couple with two adult children and three minor children, and also owned a business. They had an existing plan, but wanted to update it as.

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estate planning lawyer
15 October

Estate Planning Client Profile #169 | Married Couple | Three Adult Children

, October 15, 2019

These clients were a married couple with three adult children. Their goals included providing for their children, donating to charity, and avoiding probate. We created a trust plan for them,.

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estate planning lawyer
11 October

Estate Planning Client Profile #168 | Married Couple | Adult Children | Business Owners

, October 11, 2019

These clients were a married couple with adult children. They also owned a business. Their goals were to provide for their children, and to avoid probate. We created a will.

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estate planning attorney
9 October

Estate Planning Client Profile #167 | Married Couple | One Minor Child | Vacation Planned

, October 9, 2019

These clients were a married couple with one minor child. They had planned an upcoming vacation, and wanted to make sure their child would be taken care of if anything.

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estate planning attorney
8 October

Estate Planning Client Profile #166 | Married Couple | One Minor Child

, October 8, 2019

These clients were a married couple with one minor child. Their goals were to avoid probate and provide for their child. We created a trust plan for them, which included:.

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estate planning attorney
7 October

Estate Planning Client Profile #165 | Married Couple in Sixties | Four Adult Children | Business Owners

, October 7, 2019

These clients were a married couple in their sixties, with four adult children. Their goals included leaving their estate to the people they wanted to leave gifts to, ensuring their.

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estate planning lawyer
4 October

Estate Planning Client Profile #164 | Married Couple | One Minor Child and One Child Expected | Business Owners

, October 4, 2019

These clients were a married couple who had one minor child and were expecting another child in two months. They were also business owners. Their goals were to protect their.

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