How do I Protect my Family through Legal Planning?
The care you have taken of your family and assets during your lifetime doesn’t end upon your passing. If you fail to plan, then the state has a plan and it may not be the plan you had in mind.
Legal Planning can save your loved ones from the hassle of court proceedings, certain fees and taxes, the surprise of unexpected inheritances, some creditor claims and potential family disputes. Not planning forces your family to make crucial decisions about your assets at an emotionally charged time. They may have no idea (or worse, differing ideas) about what you would have wanted. And if there are no legal documents in place, the court may become the decision maker.
Having the right legal documents in place protects your family and assets because (1) it let’s you decide to whom (and when) your assets will be distributed, (2) helps assets stay in the family and not go to certain creditors or your least favorite Uncle: Sam, and (3) saves your family time and energy.
Jones Waldo focuses on securing you, your family and your business through proper legal planning.
