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PoM Estate Planning Offers Both Trust And Wills Based Planning. We Will Also Help You Create Advanced Health Care Directives And Powers of Attorney.

Each individual and each family situation is unique. In our PoM Planning Session, we will educate you about the law and you will educate us about your concerns and goals for your family. After our meeting, we can review the 3 levels of planning we offer and you can decide whether a Trust-based plan or a Will-based plan (or a combination of both) is what best protects your family.

As part of our planning process, we will create an Advanced Health Care Directive with your specific choices that lets your doctor, family, and friends know your health care preferences including the type of treatment, testing, and procedures that you want (and don’t want), in the event that you are incapacitated.

We will also create a Power of Attorney – “POA” (giving power to another person to act on your behalf) for if you ever are incapacitated and need a trusted person to step into your shoes to handle one of the many transactions in your life, such as cashing a check, opening a bank account, buying insurance, or selling a home or car. We will walk you through the process and create a POA that best fits your preference.

How Do We Help You With Estate Planning?

We meet together for your PoM Planning Session where the sole purpose is to get you more informed. We want to educate you on the law, and how the process works.

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Before your PoM Planning Session, you will complete your Family Wealth Inventory & Assessment (your "homework"), which will help you to get clear about what you own and what you have to think about when it comes to planning for the well-being and care of your loved ones and your belongings.

If you decide the current state of affairs is unacceptable, and if we both decide that it is a fit to work together, then we will design an estate plan together that will best suit the needs of your family.

The foundation of your estate plan will often include a revocable living trust, which, when done correctly and maintained over time, should help your family avoid the cost and delay of the public probate process and minimize or eliminate estate taxes.

For people with additional needs, we provide advanced estate planning services.

“Can I DIY My Estate Plan?”

We get this question all the time.

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Unfortunately, most DIY plans do not work because much of what passes for estate “planning” is little more than word processing.

You answer a few automated questions and then the drafter (normally just software, not a human being) decides which “plan” is right for you. And then you are forced into a template document that may not reflect your needs or situation whatsoever. In other words, it is not tailored or designed to fit you.

This is not estate planning; this is little more than a “search and replace” of your family’s name and then the hit of the “print” button.

We Are Professional Estate Planners

Tim Thomas, your Personal Family Lawyer® at PoM Estate Planning will educate you and take the time to get to know you, your family, your concerns, your goals and your issues.

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He will gladly and patiently answer all your questions to design an estate plan that is exactly right for you and will keep your loved ones out of court and out of conflict.

🌸 👦 Planning For Your Children 👧 🌸

"Did you know that 69% of parents haven't named guardians for their kids? And, of the 31% who have, most have made 1 of 6 common mistakes. Schedule a Family Wealth Planning Session with us today, so we can fix those mistakes with you."
–Tim Thomas

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Having a Will Alone Simply Does Not Ensure the Care of Your Children If the Unthinkable Happens to You!

If you are a parent of minor children who are counting on you, your estate plan must begin with ensuring your children would always be taken care of by the people you want, in the way you want, no matter what happens.

At PoM Estate Planning, one of our areas of greatest expertise is in planning for the well-being and care of the children you love – all the way from newborn to age of majority, and all the way through adulthood if your child has a special need.

Without Proper Planning, Here's What Could Happen…

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⚠️ Your children could be placed into the care of strangers while the authorities figure out what to do (yes, even if you have a will in place and even if you have a living trust). It’s true that this would likely only be temporary, but trust us: you never want your children in the arms of strangers, not even for a minute;

⚠️ Your children could be put into the custody and care of someone you would never want, like that one family member who has good intentions but who you would never want raising your children;

⚠️ A judge who doesn’t know you or your family will decide who will raise your children, even if it is the last person you would ever want;

⚠️ Your family could get into a long, drawn-out custody fight, or there could be a challenge to the guardians you have designated;

⚠️ Up to 5% of the value of your assets could be lost to court costs and other unnecessary fees through the probate process, a court process that can tie up your assets for years and deprive your childrens of the resources they need to live comfortably;

⚠️ When your children turn age 18, they get a check for whatever assets are left, no matter how immature they might be or what financial lessons they have not had a chance to learn yet;

⚠️ Unscrupulous people out there find out when 18-year-olds are getting that inheritance check by searching the public court records;

⚠️ Unfortunately, the vast majority of estate planning attorneys do not address these issues and do not plan from a parent's perspective.

Yes, these things scare us too.

That’s why we offer in-depth consultation and a Children's Protection Plan with every estate plan we do for families with young children.

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Naming guardians for your children is totally free and easy, no strings attached.

What is a Children's Protection Plan?

Your Children's Protection Plan is a set of instructions, legal documents and an emergency wallet card – all of which you need to have if you have children at home who count on you for their well-being and care.

If you are in an accident, your Children's Protection Plan will make sure your children are never taken into the custody of the Police, Child Protective Services, strangers or the care of anyone you would not want simply because the authorities don't have clear instructions from you.

And your Children's Protection Plan will ensure your children are raised by people you choose, not someone chosen by a judge who doesn’t know you.