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Sorting Out Complex Family and Financial Situations

Take a look at your life and your assets to see if you fit into one or more of these situations that can impact your finances:

  • You're in a second (or later) marriage

  • You own one or more businesses

  • You own real estate in more than one state

  • You have a disabled family member or you've become disabled

  • You have minor children

  • You have "problem" children

  • You don't have any children

  • You want to leave some or all of your estate to charity

  • You have substantial assets in 401(k)s and/or IRAs

  • You were recently divorced

  • You've recently lost a spouse or other family member

  • You have an incapacitated spouse in need of long-term care

  • You have a taxable estate for federal and/or state estate tax purposes

You will need the counseling and advice of one of the experienced estate planning and elder law attorneys at Fiffik Law Group to assist with your future plans if one or more of these situations apply to you.

1 Comment

Each one of these items screams, "I need a Trust." Nearly every American family has at least one of these items and could benefit from a properly structured and funded Trust. Thank you for sharing this short post. Randall Cotner

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