Trust & Estate Planning

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Trust & Estate Planning

 

Revocable living trust or will?

Living trusts allow for faster and simpler transfer of assets after death. Living trusts also provide more privacy than a will. Probate creates a public record of your financial affairs, and generally costs more than administering your trust after you pass away.

However, the cost of creating and maintaining a revocable living trust is greater and has other risks. We can help you decide which is right for you.

More complex estate planning is available, and suitable, for individuals and couples whose assets are significant. We work with accountants, financial advisors and other tax specialists to meet your needs.

We make house calls. Yes, for estate planning, special arrangements are available to work with you in the privacy of your own home.

 

Personal legal counsel to individuals, professionals, and businesses.