Providing For Changes in Family Dynamics

Blended and Non-Traditional Family Units are Becoming More Commonplace—Learn How to Navigate the Complexities

For either traditional family units or blended families, planning for the future can be complex. For example, if documents are not properly prepared, children from former marriage(s) could be disinherited by mistake and spouses could be left unprotected.

Clients who need guidance range from newly married to the LGBTQ+ community. Depending on the family dynamics, it is always important to plan for the future, especially if children are involved.

The most important aspect of planning with Jim Evans, and his group, is the process utilized. One of the biggest flaws in estate planning is not accommodating change as life goes on. Jim’s process, called LifeSpan®, provides the necessary tools to keep an estate plan up-to-date. Change is inevitable, at various life stages, and it is important to put your wishes in place with the understanding that they can be reviewed and changed as necessary.

The impact of a possible divorce should also be taken into consideration. Again, the LifeSpan® process can help you craft the necessary documents to protect your wishes.

In most cases, a living trust will provide better protection and more flexibility in planning. Contact us to make an initial appointment.

For information on Pre and Post Marital Asset Planning, read Marital Agreements.