It's Not Just Naming a Guardian: The Young Family Estate Planning Toolkit

Estate planning lawyers typically focus on helping “boomers” (and well beyond) pass legacies of accumulated wealth to the next generation in a tax advantaged and so-called “creditor/predator” protected way. Yet upon reflection, isn’t it perhaps the young family that truly needs the protection and peace of mind that a thoughtful and robust estate plan brings? 

When asked whether they need a Will, virtually every young mom and dad emphatically says “yes.” So then why don’t they have them? And what about planning for disability - shouldn’t everyone have a Durable Power of Attorney and a Living Will/Health Care Proxy, just in case? 

In this program, attorney Amie Gartenberg helps attorneys, both estate-focused and not, understand the legal intricacies that each young parent needs to protect their family and themselves.  

Learning Objectives: 

I.     Explore the legal framework of the government’s plan if we fail to plan for ourselves 

II.    Understand the issues that can be effectively dealt with in a customized and carefully drafted Last Will

III.   Gain insight on medical and financial decision-making in the event of incapacity 

IV.   Understand the structure and possibilities of Powers of Attorney and Living Wills

V.    Properly complete beneficiary forms for assets such as life insurance policies and retirement plans

VI.   Apply practical tools to give appointees easy access to information, both online and otherwise, and digital access (should the need arise) 

VII.  Build effective and ongoing relationships with young families