Wills & Trusts
The foundation of a complete estate plan is a Will and/or a Trust. Every family is different and we counsel our clients on the best method for asset management during the client’s lifetime and the transfer of their assets after death.
A Will or Trust not only directs who will receive your assets after your death, but designates the person or entity of your choice to be in charge of settling your estate. If any beneficiary you name is unable to manage his/her own assets for any reason, you may also plan for continued asset management for that beneficiary through a trust that continues after you are gone.
No estate is too small for proper planning. Lack of planning can be far more costly than the price of legal fees for good planning. Without a Will or Trust to direct the disposition of your assets after your death, the laws of the state control who receives your assets. The state’s “default” plan may not be in line with your wishes. To control who receives your assets, as well as when they receive them and who will be appointed to wind up your affairs, contact our elder law attorneys to answer your questions about how to achieve the results you want.