I am often asked what dollar amount in assets you need to have to make the cost of planning worth it.

The first thing I feel when I hear this question is sadness. A sadness that someone has to choose between paying their bills and the desire to protect their loved ones.  My immediate answer is: "The less you have the more it matters".

That one retirement account, with the bare minimum in it, may be the only nest egg a parent leaves their child to help them achieve their educational or personal goals. If their kids are young, skip ahead 30+ years or more, and that few hundred or thousand dollars can be worth tens of thousands of dollars or even more. The catch is, without detailed planning, those beneficiaries will be forced to spend down those accounts before they ever have the chance to grow. We must use our legal tools such as trust planning to avoid these outcomes. Tools that every family should have access to, but are often reserved for those with wealth.

The cost of trust planning can easily make this kind of protection out of reach for the families that need it most. Add in risks that LGBTQ+ families face such as: the instability of marriage equality, the fear of losing guardianship rights to a child, families interfering with personal choices about end of life, or blocking their lifelong partner in funeral arrangements, make it even more crucial for careful planning.  

Here are some suggested donations and how they can help.  

More Ways to Contribute

We will post all updates to the fund here