Probate, Wills & Trusts
You’ve worked hard to provide for your family. We can help you find the best ways to avoid probate and pass assets to your loved ones.
Court proceedings regarding your estate are frustrating, time-consuming, open to the public, and expensive. Administrations are more expensive, frustrating, and time consuming than a Probate. Most Probates or Administrations take nine months, but some can take considerably longer.
Everyone needs a will. If you don’t have one, the government will determine who receives your property, when they receive it, and how they receive it. You don’t want the government to make these decisions for you. We’ll help you meet all the legal requirements for a valid will so that your wishes can be executed as you intend.
Trusts are estate planning tools that supplement wills, avoid probate, and help manage property during your lifetime and at death. A trustee manages your property for the benefit of those named in the trust. This could be you, your spouse, dependents, or anyone you choose. A trust can provide an income stream to your named beneficiaries allowing the trust to grow through investments while keeping assets free from the trust beneficiary’s creditors, predators, in-laws, and outlaws.
Trusts may seem difficult to understand, but they’re not as complicated as you think. We have innovative ways to explain a trust so you understand exactly how you’ll manage, protect, and pass your assets. We can assist with funding a trust, minimizing expenses, and making sure the assets held in the trust are distributed according to your wishes.
You may already have a trust in place, but you have questions concerning how to administer your trust. We can help administer your trust accurately and efficiently by working closely with you, your trustee, insurance professionals, accountants, and your other trusted advisors. There are different types of trusts that are used to accomplish specific goals. We can design and implement a trust or combination of trusts to meet all your goals and desires.