"Before anything else, preparation is the key to success." - Alexander Graham Bell
Everyone has an estate, whether it is worth billions or a few hundred dollars. Estates consist of everything one owns: home, real estate, investments, checking, savings, life insurance, possessions, and the family history and values we care to pass down to generations.
Your financial wealth is just one piece of your overall “family wealth” and a successful estate plan begins with assets that are more valuable than money - your loved ones and values.
“Simply having a will does not ensure your family is taken care of if the unthinkable happens,” says Shane Jasmine Young, founder, attorney, and counselor at Young Law Group. “Too often parents have overlooked essential aspects to ensure a secure financial and personal legacy plan.”
A mother to five daughters, Young knowledgeably recognizes her clients are busy growing and planning their careers, families, and nest egg for retirement. Young and her team expertly guide each client’s unique family structure throughout all stages of life and ensure each plan evolves as life changes. This includes assets, children, family values, and even pets. Carefully drawn documents clearly spell out who inherits your assets, cares for your children and pets, and designate the amount of money to do so.
In addition to meticulously working one-on-one with each family to prepare the essential documents: a will, living trust, power of attorney, Kids Protection Plan, Pets Protection Plan, and additional critical features, Young attentively listens to each client’s specific needs. It is not just about who inherits your physical and financial assets, it is who becomes the life guardian(s) of your children financially and spiritually.
Young Law Group has an entire team to serve you. Their focus is helping their clients make the best decisions for their family and ensuring that a concise, current, and legal plan will work when your loved ones need it most.