PLLC

Whether you were married or are a common law couple (you might be and not even know it!), you probably have questions about what would happen to your kids if something happened to you.  Allow us to assist you in planning for their futures.

In families where step-parents, children and step-children are involved, estate planning should be completed intentionally. Blended families may need marital and property agreements to help ensure that all children are cared for while also providing for spouses.

It is vital that LGBTQ parents protect their loved ones using as many estate planning tools as possible. We can help you determine the most effective protections to put in place. 

You may not have children, but you do have a spouse, a partner, or other loved ones.  You wish to choose who will receive what you’ve worked so hard to create, and ensure that your “chosen family” will be able to care for you and love you in the event you are incapacitated and cannot make healthcare decisions for yourself. If you haven’t yet created a plan now is the perfect time to do so.  Long Advisory can help you with this.

Has your loved one named you as their agent under a Power of Attorney? Do you know how to fulfill your responsibilities with care and diligence? You will need proper counsel on rights and limitations on your powers as the fiduciary and how to execute them wisely.

Moms and Dads living on their own have special needs when it comes to protecting and providing for their children. Even if you have a co-parent, single parents should take the time to understand what could happen in an emergency. We can give you the information you need to make sure you’re comfortable with your plans.

Family structures are rarely simple. Oftentimes, grandparents and even great-grandparents are raising their grandchildren and great-grandchildren.  These situations may require specialized planning.

If you or your partner, or both, are not U.S. citizens, you may have unique child custody and gift/estate tax issues that requiring unique and specific attention. We can help you navigate these complexities so you can rest easy that your family would be provided for and children cared for by the guardians you choose in this or your country of origin.

If you have been named as a trustee or a personal representative (executor) for someone else, let us provide the guidance and support so that you do the job right. We can help you understand your responsibilities and fulfill your fiduciary duties in accordance with the law.

Have you been appointed by a court to be the guardian or conservator of another individual?  Let us guide and assist you in carrying out your responsibilities to your ward and to the Court.