Mr. & Mrs. Young-Client

After giving birth to their first child, Mr. & Mrs. Young realized that they needed to plan.  They were still in the beginning stages of building their estate, but they saw the value of planning because they realized that more than their "stuff" is organized when you prepare an estate plan.  Their child would be taken care of by their hand-chosen guardian, who would be provided the necessary funds to care for their child.  Whatever assets they did own at their death would bypass the grinding wheels of probate court because they properly funded their living trust.  And should the United States Congress subject their estate to taxes, the plan would provide for the most tax efficient transfer of assets.  Mr. & Mrs. Young understood that the investment of time and capital in preparing their estate plan would pay dividends in the future.