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The Problem

David and Kathy had two grown children, a house, some money in the bank, and IRAs. Their kids got along and they wanted to keep things as simple as possible.

Key Objectives

Simplicity: David and Kathy wanted to keep their plan as simple as possible. They told their GoGo Estate® attorney, "We don't want any headaches."
Clarity: Though they wanted a simple plan, David and Kathy wanted clarity for the kids, including who would serve as executor of their estate.

The Solution

Because our GoGo Estate® attorneys never want to push clients into something they don't need, their attorney recommended an Essential Will Plan. While the plan does not avoid probate entirely, David and Kathy double-checked their beneficiary designations (PODs and TODs) to make sure the kids split things evenly after their deaths. And because Missouri allows beneficiary deeds, their GoGo Estate® attorney drafted a beneficiary deed so the house avoids probate. When coupled with powers of attorney, David and Kathy walked away from the experience knowing that their kids, and themselves, were protected.

Conclusion

Sometimes simplest is best. At GoGo Estate®, our attorneys will work with you to advise which plan makes the most sense given the circumstances.