Estate Planning

Frequently Asked Questions

What is estate planning?

Estate planning is preparing a plan during your life for the future for your loved ones and for the management of your estate at the time of death.

What documents are needed in my estate plan?

An estate plan can be as simple as a Last Will & Testament or it can be as broad as a Trust, Last Will & Testament and health care documents.

What is the difference between a Trust and a Will?

A Last Will & Testament will need to be probated through the local Court system.

A Trust is administered without Court jurisdiction making time for distribution of assets shorter and a lot less expensive.

What if I do not have a lot of assets, do I still need estate planning?

Yes! Regardless of how many assets you have, you should have at least a Last Will & Testament.