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  Wills, Trusts, & Estate Planning

What Plan Do I Need?

Whether you find yourself with millions in assets, or merely hundreds, proper estate planning is imperative to avoid probate and pass on your legacy to the right people. Common objections to estate planning are limited resources and a feeling of morbidity. The term “estate planning” may seem pretentious, and you may believe that you do not have an estate. In reality, your estate is made up of your assets—your home, vehicles, life insurance, retirement, bank accounts, etc.

But estate planning does not have to be morbid. Instead, it is an opportunity for you to plan for the lives of those you care about most and to ensure that they have what they need to be successful and happy. Regardless of your situation, taking the time to meet with our team will allow you to plan for your future and the future of your loved ones.

Planning Objectives

Providing for your family

No one wants to spend time and money in probate court, yet that is exactly where many people end up because of a lack of estate planning. Wills are essential to ensuring that your plans and wishes are followed without delays and court costs. However, a simple sill will not avoid probate. Our team will discuss probate avoidance strategies with you so that your family does not bear the burden of inefficient and costly time in the probate court.

Creating a trust

The majority of people mistakenly believe that you have to be extremely wealthy to have a trust – that is completely false. Although a trust isn’t for everyone, 99% of trusts are created for non-financial concerns that may greatly benefit your family and loved ones. Protecting your home, retirement, and what you’ve spent a lifetime trying to build, doesn’t have to be complicated – it simply requires a little bit of effort and planning. If you’re unsure whether a trust planning strategy is right for you, contact us to schedule an appointment and we will help you navigate through a proper estate planning strategy.

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    Difference Between A Will and Trust

    Choosing executors

    Executors (for a will) or trustees (for a trust) administer the assets of the estate. This is an important role and this person (or persons) should not be chosen lightly. Our team will aid in this decision making process.

    Planning for your care

    Making decisions about living wills, durable health-care powers of attorney, and/or funeral arrangements are all important considerations. These decisions will allow for your wishes to be carried out, and they will relieve your family from having to make those decisions in moments of high stress and emotion.

    Review your plan

    State laws are specific on different aspects of wills and estate plans. If you have moved to a new state since making a will, you will want to meet with a legal expert to review the will and revise it as necessary. You may also need to update executors, edit beneficiaries, or change guardianship for your children.