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Скачать или смотреть Estate Planning for Parents With Minor Children: A Case Study

  • CMS Law Firm LLC
  • 2025-03-23
  • 192
Estate Planning for Parents With Minor Children: A Case Study
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Описание к видео Estate Planning for Parents With Minor Children: A Case Study

Estate Planning Case Study: Married Couple with Minor Kids | What You Really Need

If you're a parent and haven’t created an estate plan yet—this one’s for you. In this video, we walk through a real-world estate planning case study:
👉 Married couple in their 40s
👉 Two young kids (ages 10 & 12)
👉 $2M in assets
👉 Big questions about how to protect their children if something happens

Whether you’re just starting or need to revisit your existing plan, this is your roadmap.

Here’s what we cover: ✔️ What happens if you're alive but incapacitated
✔️ The essential documents every parent needs (powers of attorney, healthcare directives, guardianship)
✔️ Why a basic will isn’t enough when you have minor kids
✔️ How a revocable living trust gives you control and peace of mind
✔️ How to avoid probate and structure distributions over time

👨‍👩‍👧‍👦 Don’t leave your kids’ future up to chance. This is what estate planning was made for.

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We do estate planning. We do probate. And we do it well.

Our firm rests on three core pillars:

1. Family protection
2. Elimination of barriers to entry (we make it easy for you)
3. Estate tax reduction/elimination

If you need estate planning or probate help, we should talk. The easiest way to do that is to click the link below and choose a date and time that work for you (over the phone or in person).

Estate Planning - https://cmslawfirm.com/estateplanning...

Probate - https://cmslawfirm.com/probatestrateg...

Christopher Small is the owner of CMS Law Firm LLC. He created it with one goal - help YOU live a great life and leave a great legacy.

You'll find information here on estate planning, probate, revocable living trusts, irrevocable trusts, life insurance trusts, charitable giving, wills, trusts, power of attorney, medical power of attorney, trustee selection, and everything in between.

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How to find me out there in the world...
instagram =   / cmslawfirm  
facebook =   / cmslawfirm  
iTunes = https://podcasts.apple.com/us/podcast...
youtube =    / cmslawfirmllc  
linkedin =   / smallchristopher  

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