Planning for your
young family
Here is some information to help with your questions and explains things to consider for your family. When you are ready to discuss your family’s plan, schedule a free consultation – by phone, video call, or in-person – whatever you prefer.
Guardianship
What does it mean to have a guardian appointed for your children? When is a guardianship necessary? How is a guardian appointed? This video helps you understand why you may need to consider making arrangements for your family.
choice of Guardian
A guardianship appointment is a big responsibility. A court-appointed guardian is the child’s legal representative to the all. This video addresses things to consider when thinking about the person you may want to be appointed your children’s guardian, if it became necessary.
Property Protection
If you cannot be here to raise your children, you need your property held safely for them only for your children’s needs. They’ll be used to help them reach independence. The assets are protected from misuse or exposure to things that may happen to the people in charge.
Common trust
For some families, a Common Trust can be a valuable planning tool to protect, structure, and provide flexibility to allow your children to benefit from your assets if you cannot be here to raise them.
Meeting Preparation materials
If you have scheduled or plan to schedule a complimentary consultation for you or your family, please review the following.
If you have not scheduled a consultation, please call 219-230-3600 to do so.
5 Essential Documents & 5 Essential Questions
The “5 and 5” document gives you some base planning things to consider
as part of your family’s plan.
Information Form – Married
Information Form – Single
Download the appropriate Information Form to gather some base information we will need to complete plan documents.
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