Everyone needs a Will. Equally important, everyone needs an updated Will. That’s because laws change. Reviewing your Will periodically helps ensure that your estate is protected for your family to the fullest extent of the law, while minimizing potential taxes and fees.
A Will also ensures your final requests are carried out and your assets are distributed according to your wishes.
The same applies to Trusts. There are many variations of Trusts available to ensure the recipients will receive access to the property at a time when it will provide the most benefit, and that this bestowal will be protected from their potential creditors.
We will work together to set up the Trust that best accomplished your goals––one that provides the maximum benefit for your successors––and gives you peace of mind.