Why Do I Need an Estate Plan?
Estate Planning is one of the greatest gifts you can give to your family. It helps outline some of life’s most important decisions like — who will look after your kids and how you want your assets distributed.
What is Probate?
Probate is a court-supervised proceeding that authenticates your will (if you have one) and approves your named Executor so that he or she can distribute your property and belongings. Without a will in place, you are leaving the decision of who looks over your kids and assets to a court.
Trust-Based Estate Plan
Includes state-specific docs:
- Revocable Living Trust
- Schedule of Assets
- Pour Over Will
- HIPAA Authorization
- Living Will
- Power of Attorney
- Certification of Trust
A trust may be right for you if you own one or more properties, are expecting an inheritance, and/or have over $160,000 in assets.
With a trust you can do everything a will can do, plus:
- Avoid probate court
- Have greater control over your asset distributions
Will-Based Estate Plan
Includes state-specific docs:
- Last Will & Testament
- HIPAA Authorization
- Living Will
- Power of Attorney
- Testamentary Trust
A will may be the right choice for you if you have minor children, are married, own a home, and/or own less than $160,000 in assets.
With a will, you can:
- Name guardians for your children and pets
- Designate where you’d like your assets distributed
- Detail your funeral and burial arrangements
These are important decisions and I am here to help!
I am proud to partner with the experts at Trust & Will, who specialize in helping real people build great plans.