A Last Will and Testament is a key part of your estate plan. If you don’t have a Trust, your Will contains the provisions directing who gets your assets when you die, and if you have minor or disabled children, who cares for them. But keep in mind—Wills go through probate.
If you do have a Trust, you’ll still need a Will (often called a Pour-Over Will) to cover anything inadvertently not titled to the Trust and to name guardians for minor children. Either way, a properly signed and customized Will is essential to making sure your wishes are followed.
Whether you need a simple Will or a Pour Over Will and Trust, you must be sure that all the factors for your particular economic and family circumstances are being considered. Since the Last Will is the basic building block of any estate plan, you want to be sure that it has been properly prepared and executed.
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A good estate plan helps you avoid probate, minimize taxes, protect your assets, and ensure your wishes are followed. It usually includes documents like a Last Will, Power of Attorney, Patient Advocate
A Revocable Living Trust lets you control how your assets are managed during your lifetime and distributed after death—without probate. You typically serve as the trustee while you’re able, and
A Financial Power of Attorney is a written document in which you give another person authority to handle your financial affairs if you become incapacitated (i.e., you are mentally and
If you have a major health event, you may not be able to communicate your medical wishes. While no one likes to think about such situations, they’re more common than you might expect. A
If you want to leave an inheritance to someone with a disability, careful planning is essential. A direct gift could disqualify them from receiving Supplemental Security Income (SSI) and Medicaid. To avoid
Our Advice Is Backed By 25 Years Of Experience.
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