Planning for couples

Whether you don’t have children (or perhaps they are long grown), you do have a spouse, partner, or other loved ones, and you want to ensure things are as easy for them as possible if and when something happens to you.

Estate planning is critical for you when you are not married but have a life partner in your life because the law does not protect your love if you are not married. Couples who have chosen to marry have already asked for recognition in the legal system, but without that legal status, you need to take action yourself to ensure you will have access to your loved one’s hospital bedside, and that your unmarried loved one will have access to you if you are hospitalized.

Regardless of your intentions, without a written and legally valid plan, we have seen too many loved ones left out of your health care decisions, thrown out of your house, ejected from your business, or locked out of your finances.

On top of that, and maybe even more importantly, you want to choose who will receive what you’ve worked so hard to create, and also ensure that your “chosen family” will be able to care for and love you, in the event, you are incapacitated and cannot make healthcare decisions for yourself.

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 loved ones will not get stuck in court or conflict when you become incapacitated or die.

We know you are busy and promise to make the process as simple and easy for you as possible. Learn more about the planning process here to plan well for everyone you love and everything you own.

 

 
Many people put off estate planning due to a mix of pride, denial, and a lack of understanding about the consequences to your loved ones of not planning.

Many people put off estate planning due to a mix of pride, denial, and a lack of understanding about the consequences to your loved ones of not planning.