Estate Planning

Education on Wills and Trusts

YES, I WANT A [FREE]

LIVING WILL (MEDICAL DIRECTIVES) and/or MORE INFORMATION ON CREATING A WILL AND TRUST.

The distribution of your assets, whether in the form of property, stocks, Individual Retirement Accounts, 401(k)s or liquid assets. can be a complicated undertaking if you haven't left clear instructions about how you want them handled. 

And while you know all that, it can still be hard to sit down and do it. It reminds you that life is short, and the relatively complicated nature of sorting through your assets can feel like a daunting task. But one thing is for sure; it is impossible for your assets to be transferred or distributed the way you want at the end of your life if you don't have a plan.

Ask yourself:

If you or your spouse passed away today, are you uncertain about what would happen to your property?

If you became incapacitated, would your family have to go through court proceedings to carry on your affairs?

Do you have children by a previous marriage?

Would you like to avoid probate of your estate?

These answers are critical if you want the final say in how your assets are handled and distributed.

Join me as I answer some very common questions regarding Wills and Trusts.