Creating an estate plan allows you to protect your assets for your family and ensures that you have appointed someone to be responsible for your life if you cannot act.
REASONS FOR CREATING A WILL
By creating a written, you determine such things as who will receive your assets, who will be the personal representative of your estate, and who will be the guardian for your minor children. If you do not have a will, the state you hold residency in, will decide these things for you, which may not match what you would have wanted.
REASONS FOR CREATING A TRUST
A trust is another estate planning technique to determine how your assets will be distributed while you are living and after death. Reasons for setting up a trust include reduction of taxes, avoidance of probate, and delay of distributions to children after age 18. After discussing your individual circumstances and needs, we will develop a personal estate plan to accomplish your goals.