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Estate Planning
Trust VS Will
Choosing a trust over a will offers greater control, privacy, and peace of mind for you and your loved ones. A trust allows your assets to be managed and distributed without going through probate, which can be time-consuming, costly, and stressful for families. Unlike a will, a trust keeps your personal and financial matters private and can take effect immediately if you become incapacitated, ensuring seamless management of your affairs. Trusts also provide flexibility to protect minor children, support beneficiaries over time, and reduce the risk of disputes. For many families, a trust is the most efficient and secure way to protect what matters most and ensure their wishes are carried out exactly as intended.
Estate Planning
What is included in an Estate Plan
An estate plan is a comprehensive set of legal documents designed to protect you, your loved ones, and your assets—both during your lifetime and after. A Living Trust outlines how your assets are managed and distributed, helping your family avoid probate and maintain privacy. A Last Will and Testament names guardians for minor children and provides instructions for any assets not titled in the trust. A Durable Power of Attorney allows someone you trust to handle financial matters if you become incapacitated. An Advance Health Care Directive (or medical power of attorney) ensures your medical wishes are honored and appoints someone to make health care decisions on your behalf if you cannot. Together, these documents work seamlessly to provide clarity, protection, and peace of mind, ensuring your wishes are respected and your family is supported when it matters most.
