Tom Trtan: Good Morning! I’m on the square in Ozark – I’m talking to David Healy with Appleby Healy Law. Good to see you!
David Healy: Good to see you, Tom.
TT: I want to talk to you about estate planning. You constantly hear it mentioned, “Estate planning, good idea.” Is it really necessary for a young couple?
DH: Absolutely. Unfortunately, I’ve been involved in some court actions where, if a young couple was to pass early and they have children, you’ll inevitably end up with two sets of grandparents who love their grandchildren very much. They’ll try to convince the probate judge of who should be the custodian. With an estate plan, while they’re living, can designate to the probate court who would raise their children for them should they pre-decease their children. That’s the primary purpose for a young couple doing an estate plan.
TT: Yeah – everyone thinks, “Oh, I’m young; I really don’t need to be thinking this far in the future.” But really, the future could come within the next 10 minutes.
DH: We don’t know, unfortunately.
TT: Is it difficult? Is it complicated? You know, you hear things about trusts, living wills, things like that, is it complicated?
DH: It’s not complicated at all. It shouldn’t be complicated – it should be very easy. It requires the assistance of a lawyer to do it correctly, but it is not a complicated process. I highly encourage any young couple to come see me, come talk to me about it, and we’ll get you taken care of.
TT: Alright! If you want to take some of the mystery, some of the complication that you think is there, out of the equation, come and see David Healy at Appleby Healy Law on the square in Ozark!