PROTECT YOUR LEGACY. TODAY, TOMORROW & BEYOND.

What Legacy Do You Want To Leave?

Do you want to...

  • Protect your loved ones?

  • Make sure your children are properly cared for by the person of YOUR choice?

  • Protect your privacy?

  • Avoid costly Probate?

  • Make sure your wishes/desires are carried out after your passing?

  • Minimize stress for your loved ones?

  • Minimize confusion?

  • Keep Assets in the family?

Estate Planning: FAQ

I already have a Will, so I am good, right?

Not necessarily! If you have children under the age of 18, dependents who rely on you for their care, and/or properties with a Deed, then a Will isn't sufficient, and a trust is highly recommended!

I wish I could afford to organize my estate, but estate planning is too expensive!

The legal system is costly, but protecting your family shouldn't be. Many people don't have an estate plan because they can't justify the attorney fees. We get it! But great news, we've got the solution that makes Estate Planning easy, affordable and puts YOU in control!

What is probate?

Probate is a legal process that occurs after death. It is the general administration of a deceased person's will or the estate of a deceased person without a will. During the probate process, the assets of the deceased person are formally transferred to their new owners. In common law jurisdictions, probate is the judicial process whereby a will is "proved" in a court of law and accepted as a valid public document that is the true last testament of the deceased, or whereby the estate is settled according to the laws of intestacy in the state of residence of the deceased at time of death in the absence of a legal will. PROBATE CAN BE A LENGTHY AND COSTLY PROCESS!

What does probate cost?

The cost of probate varies greatly! In the United States, these costs range from 3% to 7% of the estate's total value. For an estate valued at $500,000, probate expenses could fall between $15,000 and $35,000, minimum. Costs can climb further based on factors like estate size, legal complexities, and location. That money goes to the courts, attorneys, etc., NOT YOUR LEGACY!

What is a revocable living trust?

A revocable living trust is a powerful estate planning tool that offers flexibility, privacy, and the ability to avoid probate. It is particularly beneficial for individuals looking to manage their assets effectively during their lifetime and ensure a smooth transition of those assets to their beneficiaries after death.

Keeping assets in the family.

You worked hard for your legacy, and chances are, you want to keep your assets, including any real estate, businesses, personal possessions, etc., passed onto the people of your choosing, including grandchildren.

What happens if I die without a Will?

The worst case scenario. Dying without a Will means you risk putting the presiding judge over Probate Court in a position to make decisions about how your estate is settled, which may not be in the manner you would have preferred. Additionally, Probate Court can be time-consuming and costly.

I have family issues I don't want to deal with it, so I can't even think about setting up a Trust right now!

Estate planning can be difficult if you have problems with your spouse, family, or other family members. This can be exacerbated if there are multiple marriages and families. However, avoiding estate planning is most likely to lead to even worse problems, not just after your death but if you should ever become incompetent or incapacitated. Whatever problems and/or issues you have now will most likely intensify! The "pain" of estate planning is much less than the "pain" of not getting it done at all!

I am single and have no children or any assets.

A Trust might not be the best solution for you, right now. BUT it would be useful to have a Living Will with Advanced Medical Directives regarding end-of-life decisions, a Durable Power of Attorney, and instructions regarding your how YOU want end-of-life to be handled.

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