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Trusts

Trusts

A legal arrangement where a trustee manages assets for your beneficiaries. It lets you control how and when assets are used, often avoids probate, adds privacy, and may offer tax/creditor protection.

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Last Wills & Testaments

Last Wills & Testaments

Your written instructions for who gets your assets and who manages your estate (Personal Representative/Executor). It takes effect at death and typically goes through probate to carry out your wishes.

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Features

Why Choose Our Estate Planning Services

Asset Protection

Asset Protection

Protect your assets from claims and creditors, ensuring your wealth stays secure for future generations.

Preserve Your Legacy

Preserve Your Legacy

Clearly define your wishes so your loved ones inherit exactly what you intend, without confusion or disputes.

Avoid Probate

Avoid Probate

Reduce the delays and costs of probate by allowing assets to transfer smoothly and efficiently to your beneficiaries.

Tax Efficiency

Tax Efficiency

Use trusts and smart strategies to minimize estate taxes and preserve more of your wealth for your beneficiaries.

Protect Your Legacy Today
FAQ

Estate Planning FAQ

A will takes effect only after your death and must go through probate court. A living trust takes effect immediately, avoids probate, and can manage your assets if you become incapacitated during your lifetime.

Many people benefit from having both. A living trust handles most assets, while a "pour-over will" catches any assets not transferred to the trust and names guardians for minor children.

Your assets will be distributed according to state intestacy laws, which may not reflect your wishes. The court will appoint an administrator, and the process can be lengthy and expensive for your family.

Review your estate plan every 3-5 years or after major life events like marriage, divorce, birth of children, death of beneficiaries, or significant changes in assets or tax laws.

Probate is the court-supervised process of distributing assets after death. Living trusts, joint ownership, and beneficiary designations can help avoid probate for most assets.

While DIY options exist, estate planning involves complex legal and tax considerations. Professional guidance ensures your documents are legally valid and achieve your goals effectively.

A power of attorney authorizes someone to make decisions on your behalf if you become incapacitated. There are different types for financial and healthcare decisions.

Costs vary based on complexity, but basic wills typically cost $300-800, while comprehensive estate plans with trusts may cost $1,500-5,000. The cost is often much less than probate expenses.

Real estate, bank accounts, investments, business interests, and personal property should typically be transferred to your trust. Retirement accounts and life insurance usually remain outside the trust.

Yes, you can modify or revoke your will or trust at any time while you are mentally competent. Living trusts are particularly flexible and can be amended easily.

Digital assets like social media accounts, email, and cryptocurrency should be addressed in your estate plan. Include passwords and instructions for accessing or closing accounts.

Yes, even modest estates benefit from planning. A will ensures your wishes are followed, names guardians for children, and can save your family time and money.
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