Estate Planning Case Study

George and Georgina had been married 10 years when they first came to Phelan, Frantz & Peek. They had two children in elementary school and had no estate planning documents. The impetus for creating a plan now was a trip out of the country to celebrate their wedding anniversary and ailing parents. Phelan, Frantz & Peek was able to discuss guardianship and trust issues to address their concerns about their children’s future in the event something should happen to the two of them. Phelan, Frantz & Peek also was able to talk to them about how to plan for anticipated inheritances from an ailing parent. Phelan, Frantz & Peek was able to draft George and Georgina’s estate planning documents in a quick manner so that they could leave for their vacation without any concerns.