Grandparents

Your wealth isn’t measured just by the dollars in the bank, but by the well-being of the people you love

You love your family. You have children, grandchildren, and possibly even great
grandchildren that you care about, and you want to ensure things
are as easy for them as possible when something happens to you.

You are not alone.

We know how easy and tempting it is to put estate planning off
until later. Or to think you’ve already gotten it handled because
you created a will or trust in the distant past, around the time that
your children were little. If you’ve done no planning or you have
done planning long ago, now is the time to jump in and closely
examine your circumstances and create an estate plan that is
aligned with your personal circumstances.

Do you have an adult child that has a substance abuse or
gambling problem? That is insanely successful and doesn’t need
your money or has an unquenchable entrepreneurial spirit and is
always investing in the next best million-dollar idea which keeps
them on the verge of bankruptcy? That has creditors pounding at
his door day and night? That has an insatiable estranged spouse
or ex-spouse?

We offer protective trusts that can allow your challenging adult
child access to support after you are gone but that allows you to
ultimately leave the bulk of what would have been your high-risk
adult child’s inheritance to your grandchildren.