We’re happy to work with you to develop and construct estate planning documents regardless of your age or size of your estate.
Whether you need a simple will or a complex trust, please feel free to contact us and we’re happy to review your circumstances and offer some suggestions.
The most common question we get is: what is the different between a will and a trust? The easiest way to think about a will is that it’s a document that instructs how your assets will get distributed as quickly as possible after you pass and the probate process is completed. In contrast, a trust is a vehicle that holds your assets and dictates how and/or when your assets get distributed based on conditions that you are able to specify like particular events (graduation, marriage, buying house, etc) and/or passage of time (at age 25, 30, etc). A trust also allows your estate to avoid probate and the corresponding tax. Lastly, a trust helps avoid the federal estate tax that kicks-in when your estate value exceeds $11.58 million, so even if the estate tax isn’t an issue today based on your estate’s value, hopefully it’s an issue later. We’re happy to help you create any of the following documents.