Must-Do #1: Consider What Happens To Couples

Thinking of naming a couple as guardians? Make sure you decide what should happen if the couple breaks up or if one dies or is incapacitated. Documenting this properly is critical to ensuring the well-being and care of your children, no matter what.

Must-Do #2: Consider More Than One Possible Guardian

This is another common mistake when it comes to naming a guardian for your child(ren). We hate to mention it, but what if something happens to your first choice? Decide and document who will succeed your first nominee.

Must-Do #3: Don’t Consider Financial Resources (That’s Right)

Avoid taking financial resources into consideration when deciding who should raise your children. Your guardians do not have to (and often should not) be financial decision-makers for your kids. You need to leave enough money behind and put it in Trust to ensure it’s cared for properly.

Must-Do #4: Create A Living Trust (You Need More Than A Will)

Consider creating a Living Trust that prevents a Court from taking jurisdiction over your money and your loved ones through probate, which is totally public and doesn’t protect your money from your family’s later divorces and lawsuits. Learn more here about how our estate planning team can get you set up with the right protection.

** Want to learn the others? Download the PDF today and be sure to connect with our team to avoid common mistakes & protect your family! **