Dear Friend,

When John first came to our office, he was carrying a heavy burden. At 68, John had built a successful business, raised two wonderful kids with his wife, Linda, and saved diligently for retirement. But despite all his hard work and careful planning, John couldn’t shake a nagging fear: What would happen to his assets if he passed away first? He wanted Linda to be taken care of, no doubt about that, but his biggest worry was that, after he was gone, Linda might remarry or be influenced by someone else, and everything he’d worked so hard to build could end up in the wrong hands.

John was haunted by stories from friends—about how assets that were supposed to go to the kids ended up benefiting a new spouse, stepchildren, or worse, someone completely outside the family. He couldn’t bear the thought of his legacy slipping away. John wanted to make sure that if he passed first, his assets would be available for Linda but would ultimately go to their children, as he intended.

When John sat down with me, he looked me straight in the eye and said, “Mike, I love my wife, and I want her to have everything she needs if I go first. But I can’t stand the thought of my assets ending up in the hands of a future spouse or someone who might influence her. I want my kids to inherit what I’ve worked my whole life for.”

I could feel the weight of John’s concerns, and I knew exactly how to help him. This wasn’t just about money—this was about protecting a lifetime of hard work and making sure his children were taken care of. I knew John needed a plan that would provide for Linda during her lifetime while safeguarding the assets for their kids. I got to work immediately, putting together an estate plan that would give John the peace of mind he deserved.

When John left my office, he was a different man—relieved, confident, and at peace. He no longer had to worry about what would happen if he passed first. He knew Linda would be supported, and his children would receive the legacy he had worked so hard to build.

If you share the same concerns as John, you’re not alone. It’s a situation I see often—people who want to provide for their spouse but worry about what could happen after they’re gone. If you’ve ever wondered how to keep your assets protected so they go to the right people, We can help.

Give us a call at Bascom Law at (770) 285-5493 to schedule a consultation. Let’s talk about your concerns, your goals, and how we can help you create a plan that provides for your spouse while making sure your assets end up exactly where you want them. Don’t leave your legacy to chance—take control now and protect what matters most to you and your family.

We’re here to help you find the peace of mind you deserve.

Sincerely and Thanks,

Mike Bascom

Bascom Law, PC

Estate Planning & Elder Law