Preparing for a Growing Family
A couple expecting their second child wanted to set up their estate plan before the baby arrived. They intended to do this after their first child was born, but time slipped away.
We established a complete plan focused on family protection:
Reciprocal Wills: Leave all assets to the surviving spouse.
Child Trust & Guardianship: Name guardians and transfer assets into a trust for the children's care and education if both parents pass away.
Powers of Attorney: Cover financial management, health care decisions, and living wills.
Worst-case scenarios are rare, but preparation is essential. The family gained complete legal coverage and peace of mind before their new arrival.