Do-it-yourself family legal planning

July 17, 2008 12:00:00 AM PDT
We should all protect our families and our assets with legal documents like wills and trusts, but what are our essential needs and what can we do on our own to save on legal fees? Family financial and legal expert, Alexis Martin Neelly, is the author of "Wear Clean Underwear: A Fast, Fun, Friendly and Essential Guide to Legal Planning," and shares some valuable advice.

Neely is the founder of the estate planning law firm of Martin Neely & Associates in Southern California, as well as the Family Wealth Planning Institute, a nationwide cadre of Personal Family Lawyers guiding parents to make the best legal decisions throughout life and being there for loved ones afterward.

Neely says everyone over 18 needs an Advance Health Care Directive & Durable Power of Attorney. If you have assets, you should also have a Will & a Living Trust. If you have kids, you should also have a Kids Protection Plan.

Things to Look For in a Lawyer:

  1. No hourly billing - flat fee only and no surprises
  2. Provides team support
  3. Regular review of your planning documents
  4. Offers an ongoing program to provide you with support
  5. Helps you pass on more than just your money

Online Resources for Legal Documents:

Alexis Martin Neely
Personal Family Lawyer
Family Wealth Planning Institute
866-999-3974

Subscribe to Alexis Martin Neely's Free Family Wealth Secrets Online Magazine at: www.FamilyWealthMatters.com.

Free Call for MOMS ONLY on Thursday 7/17 at 11a PT. Discover how to take control of your financial future and protect your family and your wealth! For more information visit www.MomsFreedomCall.com.

Create free legal documents naming the right guardians for your kids free! For more informaiton, visit www.KidsProtectionPlan.com


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