Preparing heirs is a function of the estate planning process. You can use legal structures to prepare your assets for your heirs, but we go one step further and prepare your heirs for your assets. Discovering a lack of communication or concerns is not unique to us –and more importantly, it’s not unique to families who thought everyone was prepared. This is true for people who have enlisted the most competent, even superb, lawyers. The fact is, as a family, the matter is not discussed past the document preparation because, quite frankly, family members don’t even know what questions you should ask each other.
Your estate is comprised of everything you own— your car, home, other real estate, checking and savings accounts, investments, life insurance, furniture, personal possessions. No matter how large or how modest, everyone has an estate and something in common—you can’t take it with you when you die. You can prepare your assets for your heirs, but you must also prepare your heirs for your assets.
You will want to control how those things are given to the people and organizations you care most about. To ensure your wishes and legacy are carried out, you need to provide instructions stating whom you want to receive what, and when. Not only will you want this to happen with the least amount paid in taxes, legal fees, and court costs, but you also want to be sure that your family is not left in a situation where each have their own interpretation of what is equitable, and what you intended. We are here to help you connect with the right documents, but, more importantly, we are here to connect your family with your intentions.