Planning Across Generations

Written By Todd Moore

After handling her late parent's estate, a client saw how a well-managed trust saved her family time and stress. She and her husband wanted to create that same security for their adult children.

We built a plan tailored to their assets and goals:

  • Joint Revocable Trust & Deed: Transferred their residence directly into the trust.

  • Pour-Over Wills & POAs: Established legal coverage for asset distribution, financial management, and medical directives.

  • Beneficiary Review: Aligned their investment and retirement accounts, naming the trust as the contingent beneficiary.Their home is protected, and their children have a clear path forward. Regular annual reviews will keep the structure aligned with future life events.

Todd Moore
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Blended Family Challenges
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