Protecting your kids with a PLAN ensures that your kids are always taken care of by whom you want, in the way you want, no matter what.
If you are ready for the total assurance and peace of mind knowing you’ve done everything you can to protect your children from ever being removed from your home and placed in the arms of strangers, even for a moment, please contact us today to get started.
Each Kids Plan includes:
- Legal documents naming short-term guardians who can be there immediately for your children so they’ll never be taken into the arms of strangers, not even for a minute.
- Letters to your short-term guardians so the people you’ve named will know exactly what to do if called upon.
- Instructions to everyone who takes care of your kids as to what to do if you are in an accident … so they know exactly who to call.
- Legal documents naming long-term guardians who you trust to raise your children just as you would want.
- Letters to your long-term guardians letting them know what to do if called upon.
- Instructions and guidelines for your long-term guardians on how you want your kids to be raised … with your values, insights, and stories.
- Medical Powers of Attorney for your minor children so the next time they travel without you, or you travel without them, you know they’ll get the medical care they need.
- A custom, personalized I.D. card for your wallet stating you have minor children at home and indicating exactly who should be contacted if you are ever in an accident.
We can help you avoid the common mistakes made when naming legal guardians and put in place all the other elements of a Kids Protection Plan for your family. All you need to do is call us to schedule an appointment at 919-883-2800, or schedule on-line right now.
Sometimes, people will have a significant list of items in their home to go to others. But, when it is time to downsize, and move to a new smaller residence or to assisted living, what should a person do with them?
In general, the advice I give is in two parts… sell it, or give it now. Which choice depends on the answers to a couple of questions:
- Does the testator (the person writing the Will) need money that would be gained through sale of the items?
- Can the testator fit certain (or all) the items in the new downsize residence? Does she even want to take them all? Can she afford the cost of moving the items?
- Will the persons to whom the items were intended be a able to take them now, and/or be upset if the items were not available in the future? This might happen, for example, when grandkids are the intended recipient and they do not have a place of their own or are still living at school.
Give the gift now!
Usually, the gift given during the testator’s life is more appreciated than after death. And, the testator can enjoy seeing the recipient have the gift and use it. Wonderful memories are shared when grandmother’s pearl necklace is given to a great-granddaughter along with the story of how she got it in the first place! Or, of hearing the piano played by a grandchild who could not afford one for many more years!
And, if you do decide to give the gifts now, do these two things as well:
- Gift them as instructed in the will – it fulfills her wishes ahead of time, and it will prevent hurt feelings when the will is later revealed and everyone sees that the “wrong person” ended up with the necklace, piano, painting (or whatever).
- Then, mark a copy of the will with gifts given out and identify which she still has with her. That will make the executor’s job a lot easier in the future!
The choice to downsize can be a difficult time for lots of reasons. Derive immediate joy by gifting the important personal possession now.