The concept of “family” has evolved over the past century. Nuclear
families like the Nelsons of “Ozzie and Harriet” fame are
becoming less and less the norm. In increasing numbers, marriages
end in divorce. Many who have divorced later remarry, and as a
result, have a spouse who is not the parent of their children. As
life expectancies increase, so do the number of widows and widowers who
enter into new relationships later in life, sometimes resulting in marriage
and other times not. Similarly, other single people, whether divorced
or never married, simply choose to live together outside of marriage. Still
others may live alone, but have very close relationships with particular
members of their extended family or with friends. Finally, because
our laws define marriage as a union between a man and a woman, domestic
relationships between same sex partners cannot enjoy that legal status.
The default laws that determine important lifetime issues such as who
will have authority to speak and act on behalf of someone who becomes
incapacitated, as to both health care and financial issues, predate those
social developments. They assume and are based on the model of
the nuclear family. So too are the laws that address the issues
that arise after someone dies, such as rights to have a say as to funeral
and interment arrangements, and perhaps most importantly, the right to
inherit.
As a result, those who are members of these non-traditional families
have a special and enhanced need to have an estate plan in place and
to take care toward assuring that their wishes will be honored and their
intentions met. The default rules that may work at least passably
in the case of a traditional family most often produce for them a result
they neither intend nor desire.
It is a core concept of Better Estate Planning that every family
is unique, and that the best plan for any client is the one which best
honors and respects the relationships that are of the greatest importance
to that client.
Of course, putting that concept into action
requires extra work and extra care. It means taking the time to
listen to clients, to learn about their family and other important relationships. It
means explaining how the laws interact with those relationships, and
making sure that clients are informed as to the nature and scope of the
issues they must consider in constructing their estate plans. And
it means drafting documents directed toward meeting each client’s
individual needs and goals, rather than “cookie cutter” documents
that involve little other than filling in the blanks on various forms.
We will help you create an estate plan best suited for you and
your family … no matter how your family is defined.
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