Who You Are

If you’re married with kids, it’s easy to assume that everything would automatically go to your spouse if something happened to you. We wish it were that simple. But the truth is, it often doesn’t work that way. That’s part of the reason over $58 billion in assets are currently sitting in the State Departments of Unclaimed Property across the United States. Families didn’t have clear plans in place, and things got lost in the system.

When you’ve worked hard to build a life and care for your family, the last thing you want is for a judge—who doesn’t know you or your values—making decisions about your money or your children. That’s especially true if you have minor kids. You want to be the one who chooses who would care for them, how they would be raised, and how your assets would support them if something happens to you.

It’s not just about the financial side, either. If you’re ever in a situation where you can’t make medical decisions for yourself, have you made it clear what you’d want? Have you chosen someone you trust to step in? Without your guidance, your spouse or loved ones could be left in the dark during incredibly difficult moments.

The bottom line is this: your family’s well-being matters more than anything else. We’re here to help you put a plan in place that reflects your values, protects your loved ones, and ensures everything you’ve worked for is handled the way you want it to be.

Ready to take the next step? Schedule your Life and Legacy Planning Session today and let’s start building a plan that gives you peace of mind, and gives your family the protection they deserve.