Will & Trusts

When it comes to managing your estate and ensuring your wishes are carried out, wills and trusts are powerful tools that offer distinct advantages. Choosing between a will and a trust can be confusing as each has their unique benefits, and the choice between them—or the decision to use both—depends on your individual needs and goals. We can help you determine the best approach, ensuring that your wishes are clearly articulated and legally protected.

A will clearly outlines how you want your assets to be distributed after your death, preventing confusion or disputes among family members. This ensures that your possessions go to the people or organizations that you choose. A will also allows you to appoint guardians to care for your minor children in the event of your passing, providing you with peace of mind knowing that your children will be cared for by people that you trust. 

A trust, particularly a revocable living trust, can avoid probate, which protects not only your privacy, but also saves time and money during the administration of your estate. Trusts can also offer flexibility in how your assets are distributed, allowing you to set certain conditions, such as age milestones, that need to be met for your beneficiaries to receive their inheritance. Finally, certain types of trusts can provide tax advantages, helping to minimize estate taxes and maximize the value of your distributions to beneficiaries.

If you’re ready to start planning or have questions about wills and trusts, contact us. We’re here to guide you through the process and help you create a plan that provides peace of mind for you and security for your loved ones.