"Your Will"

A Will is an important document that directs who will get your assets after your death - and who will not. We all have an unwritten Will under state law that directs how our assets will be distributed if there is no Will.

Not everyone is pleased by who might get proceeds under the state plan (which is called "intestacy" meaning there is no will).

What's more, there are things you can accomplish if you have a Will which you can't do if you don't. Your personal representative (formerly known as the "executor") will need certain information for handling your assets in the process called "probate". [Request More Info]

"Is A Trust Right for You"

A Trust can administer your assets before or after your death. A trust is as unique as you are and can distribute assets to your beneficiaries over a period of years, provide care for you if you are disabled, provide a fund for children or grandchildren, reduce estate taxes if you are subject to them, avoid probate proceeedings and a number of other things for you and your heirs.

Trusts can be "Living" which means they are established while you are alive or "Testamentary" which means they are established after your death. Any trust is a specific estate planning tool that takes time to create after full discussions with you that may take some time to to create in order to meet your needs. It may also require some annual followup with you and your trustee to maintain it and adjust it where necessary.
[Request More Info]