Frequently Asked Questions

We get these questions a lot. Here are our best answers...

Is estate planning really necessary for someone with a modest estate?

Estate planning is crucial regardless of the estate size. It ensures your assets are distributed according to your wishes, potentially saving your loved ones from unnecessary legal fees, taxes, and delays.

At what age should I start thinking about estate planning?

Estate planning is important at any age for adults. Life is unpredictable, and having a plan can protect your assets and provide directives in case of incapacitation.

Can I just create a will or trust using online services?

While online services offer convenience, they may not cover all legal complexities or specific needs. A personalized approach with a professional can ensure your estate plan is comprehensive and legally sound.

How does estate planning facilitate the transfer of my business?

It can include succession planning to ensure your business transitions smoothly to your chosen successors, preserving your professional legacy.

Why shouldn't I put off estate planning?

Delaying estate planning can complicate matters for your loved ones in the future. Starting now provides peace of mind and secures your legacy.

How does estate planning save money in the long run?

Proper estate planning can minimize taxes, avoid probate costs, and prevent legal disputes, ultimately preserving more of your estate for your loved ones.

How can estate planning protect my children?

It allows you to appoint guardians, set up trusts for their care and education, and ensure they're supported financially and emotionally if you're no longer able to do so.

What if my life situation changes? Can my estate plan be updated?

Yes, estate plans can and should be updated to reflect major life changes such as marriage, divorce, the birth of children, or significant financial shifts.

Does estate planning cover more than just my financial assets?

Absolutely. It also includes healthcare directives, power of attorney assignments, and guardianship decisions, covering a wide range of personal and health-related decisions.

What role does a trust play in estate planning?

Trusts can help manage your assets during your lifetime and distribute them after your death, potentially avoiding probate, reducing taxes, and protecting your legacy according to your exact wishes.

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The Comprehensive Legacy Checklist

27 Red Flags in Estate Planning You Can't Afford to Ignore: Get Our Expert Checklist!

Ensure your estate is fully prepared for any eventuality with The Comprehensive Legacy Checklist. This essential tool is designed to help you and your family face the future with confidence, covering all critical areas from asset protection to healthcare decisions. Whether you’re setting up a plan for the first time or updating an existing one, this checklist highlights potential vulnerabilities and ensures nothing is overlooked.