Estate Planning Consultation For Peak Earning Years

For many people, usually between ages 40 and 55, peak earning years can also mean more family responsibilities, financial opportunities, and challenges. For example … you may still have children living at home, or maybe they are attending college (on your dime!). Meanwhile, your aging parents may need more of your attention. Or perhaps your folks have recently passed on and left you a sizeable inheritance. These years can be the “best of times”. Most assuredly they are some of the busiest you’ll ever experience. One thing you know for sure, life can hold some surprises. One thing you can, and should do, is to find the time to make sure you have all your affairs in order for two important reasons. First, to protect your hard-earned (and inherited) assets while avoiding probate (yes, you do want to avoid probate!). Secondly, you want to make sure you have done everything you can to take care of your loved ones if something happens to you. In your case, that might mean a minor child who needs an updated trust, an adult child with special needs, your aging mom who is getting forgetful, or your loving spouse.