Ensuring your loved ones are cared for includes establishing guardianship for minor children, or other loved ones with special needs. If you have minor children and already have a will, it likely contains guardianship provisions. Few realize that such provisions cannot take effect until after death. So what happens to your children if you’re in a coma? I include guardianship documents with all packages to ensure your children have named guardians in the event of your incapacity or death.
Planning for your children’s welfare does not end with naming guardians. The legacy you leave your children should be protected from those who would take advantage of them. I take pride in working with my clients to craft a unique plan for passing on your legacy, one which reflects both your values and the unique challenges your loved ones may face.
Do you have a loved one with special needs, such as a development delay, dementia, addiction, or a mental health struggle? If so, I will work with you to develop a custom Special Needs Trust to ensure their continued care and protection. I design such Special Needs Trusts in a way that preserves your loved one’s eligibility for needed government benefits, while still allowing your legacy to be used for the benefit of your loved one.