Estate Planning
Estate Planning for Every Stage of Life
At MarkSetGo Law, we understand that every family’s estate planning needs are unique, whether you’re single, married, with no children, or raising five. Our services are designed to cater to your specific situation, ensuring your assets are protected and your loved ones are cared for.
Single with No Children: We offer essential estate planning tools such as wills, healthcare proxies, and powers of attorney to make sure your assets are managed and distributed according to your wishes. A basic will package ensures that your assets are passed on to your chosen beneficiaries, whether it’s family, friends, or charities. You can also designate a trusted person to make medical and financial decisions if you become incapacitated.
Married with No Children: For couples, we recommend a joint revocable living trust, which simplifies asset management and avoids probate. This package provides flexibility and control during your lifetime and allows you to choose how your assets will be distributed between your spouse and other beneficiaries. Powers of attorney for both spouses ensure financial and healthcare decisions are handled smoothly.
Married with Children: We offer comprehensive packages, including sub-trusts for each child, which allow you to control how and when your children inherit assets. These sub-trusts provide added protection by preventing mismanagement of the inheritance and shielding it from creditors or divorce. You can structure distributions to occur at milestones like college graduation or marriage, ensuring that your children are provided for responsibly.
Blended Families and Larger Families: For families with multiple children or blended families, we provide customized estate planning solutions that balance complex family dynamics. With trusts, you can ensure that each child is treated fairly, while also protecting assets for the surviving spouse.
Our estate plans are designed to minimize taxes, avoid probate, and offer flexibility, giving you peace of mind no matter your situation.
Key Estate Planning Documents We Provide:
Wills: Ensure that your assets are distributed according to your wishes and designate guardians for minor children.
Revocable Living Trusts: Avoid probate, provide privacy, and maintain control over your estate.
Sub-Trusts for Children: Manage your children’s inheritance with flexibility based on age, milestones, or other conditions.
Healthcare Powers of Attorney & Living Wills: Outline your medical wishes and appoint someone to make healthcare decisions on your behalf.
Guardianship Designations: Appoint trusted individuals to care for minor children if both parents pass away.
Options for Every Budget
We offer a variety of estate planning packages to fit different budgets and needs, from basic wills to advanced trust-based plans. Whether you’re just starting out or need a sophisticated plan for a large family or business, we have affordable options to ensure your assets and loved ones are protected.
Customized Estate Plans
No matter your situation, we offer customized estate plans to meet your unique needs. If you don’t see an option that fits your circumstances, we can create a personalized package that ensures your assets are handled exactly how you wish.
Begin Your Estate Planning Journey
Whether you’re single, married, have no kids, or five kids, our team at MarkSetGo Law is here to help you plan for the future. Contact us today to schedule a consultation and take the first step in protecting your family’s financial future.