August 2022 Promotion
If you have minor children and own your home, then this will be the most important Back-to-School preparation you do all year. Here’s why…Did you know that if you’re in an accident, your kids could be taken into protective custody until the police can figure out who has legal authority to take them, even if you’ve named legal guardians for them in your will? That’s because the people who spend time with your kids don’t have that authority automatically.
To make sure your kids are not taken into the care of strangers, even for a minute, you must set up a Comprehensive Kids Protection Plan. And you must put in place a well-considered estate plan that ensures your assets are immediately and privately available to your loved ones—and usually, a simple will is simply not good enough.
When you and your parenting partner meet with us for a Family Wealth Planning Session, you will choose the right guardians for your kids and avoid making any of the 6 common mistakes most families (and even regular lawyers) make when naming legal guardians. For anyone who books a Family Wealth Planning session by August 31st, and mentions this promotion, we will donate $50 to a school or classroom.