How Can I Maximize My Children’s Inheritance?

Many of our clients want to protect their children’s inheritance. We help them plan to protect their children’s inheritance.

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There are many ways to maximize your children’s inheritance.

One major way is to plan early and often. We work closely with your financial advisor to ensure that you are protected in life and in death.

Once you pass away, we often utilize staggered distributions.

Staggered distributions provide money for your children at stated ages or after a certain amount of years have passed between distributions. Avoiding a lump sum distribution can protect your child’s inheritance from ex-spouses, creditors, or impulse decision making.

The trustee is still able to provide money if needed for education, health issues, etc. if you so choose.

We also put tailored language in your estate plan to protect your wishes for your children. 

Another way that we can maximize their inheritance is through appropriate titling of assets.

Certain assets should flow directly to the trust upon death, but others may be handled differently.

We draft clean, clear and precise documents to avoid litigation and issues among your children upon your death. This avoids costly disputes and fall-out among family members.

We have many strategies and tools to protect your family, your children and your wishes.

If you want to maximize your children’s inheritance, contact us today and we will put a plan into place for you.

Contact us today to help you get the right documents in place or to update your current estate plan. We will plan so that you don’t have to worry about your future.   

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