Wills & Trusts

Nobody likes to think about when we die but, if we don’t, our families suffer from not only their loss but in addition, the added stress from sorting out inheritance confusion and possibly legal costs. Making our death even more difficult for our loved ones. Now is the time to prioritize and protect your family, legacy, and assets. Wills and trusts ensure your final wishes are carried out after your death.  

Benefits of a will but not limited to 

• Having a streamlined outline and process to help your loved ones execute your wishes 
• Protect inheritance for heirs of your estate and disinherit people as well 
• Allocate money for charities / assets for trusts 
• Plan accordingly in case of incapacitation or physical deterioration 
• Prepare burial costs and instructions 

A  trust is a legal contract with a named trustee who ensures your assets are managed according to your wishes both during your lifetime and after your death. 

 Benefits of a Trust but not limited to 

• Enforce asset distribution according to the wishes of the trustor 
• Avoid probate 
• Reduce taxes and court costs 
• Protects your privacy  
• Avoid a court-appointed conservatorship for your affairs  

Planning and sorting your assets now will guarantee a smooth transition so your family can focus on healing. 

 Contact us for a complimentary consultation. We will listen to your needs and concerns and offer our best recommendations.