Frequently Asked Questions

A will is a legal document that outlines how your assets will be distributed after your death. A trust, on the other hand, is a legal arrangement in which you transfer ownership of your assets to a trustee, who manages them on behalf of your beneficiaries. A trust can help you avoid probate and may offer tax benefits.

It is recommended that you review your estate plan every three to five years, or whenever you experience a major life change such as marriage, divorce, or the birth of a child. Updating your estate plan can help ensure that it continues to meet your needs and reflects your current wishes.

Estate planning is the process of arranging and managing your assets in a way that ensures they are transferred to your beneficiaries in the most efficient and cost-effective manner possible

Estate planning is important because it helps you ensure that your assets are distributed according to your wishes and that your loved ones are taken care of after you pass away. It can also help minimize taxes and to avoid a costly and complex probate.

An estate plan typically includes a will, trust, power of attorney, and healthcare directive. Depending on your situation, other documents such as a living will or a special needs trust may also be necessary.

Probate is a legal process that occurs after someone dies, in which their assets are distributed according to their will or state law. Without proper estate planning, the probate process can be time-consuming and expensive, and it can also be a public process that exposes your assets and beneficiaries to scrutiny. By creating an estate plan, you can help ensure that your assets are distributed quickly, efficiently, and privately.