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Family at a Beach

Married With Children

Safeguarding Your Family's Future: Navigating the Complexity of Estate Planning

At Frankel Estate Planning, we understand that estate planning for married couples with children may initially appear straightforward. The common objectives are to empower your spouse to make decisions on your behalf in case of incapacitation and to ensure a smooth transfer of assets to your spouse, followed by your children upon their passing.

However, the reality is far from simple. The staggering complexity of financial matters and family dynamics often leads to congestion in probate courts nationwide. In fact, a staggering $58 billion (yes, billion with a B) in assets currently resides within State Departments of Unclaimed Property across the United States.

To safeguard your family from court involvement and prevent potential conflicts during times of incapacity or after your passing, numerous critical questions must be addressed. Furthermore, specific tactical measures must be taken to ensure that your assets do not become lost or overlooked, ultimately falling into the hands of the State Department of Unclaimed Property when you are no longer able to provide guidance.

At Frankel Estate Planning, we specialize in guiding you through this intricate process. Our mission is to help you find clarity amidst the complexities, ensuring that your family remains out of court and conflict, while safeguarding your hard-earned assets.

Call our office at 610-897-8994 to schedule an appointment.

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