FREQUENTLY ASKED QUESTIONS

Common questions about our estate planning services

Estate planning is the process of creating legal documents that outline how your assets will be distributed and who will make decisions on your behalf if you're unable to do so. A well-prepared plan ensures your wishes are followed, protects your loved ones, and can help avoid unnecessary legal costs and delays.

Without an estate plan, state law determines how your assets are distributed. This can lead to delays, additional costs, and outcomes that may not align with your wishes. It may also create conflict among family members and leave decisions about your children's care in the hands of the court.

Probate is the court-supervised process of distributing your assets after death. It is public, can compromise privacy, and often involves significant legal fees and delays. A well-structured estate plan — especially one that includes a living trust — can help your family avoid probate.

It typically starts with a consultation to discuss your family, assets, and goals. From there, an attorney will help you create a customized plan that reflects your wishes.

Costs vary depending on your needs. A clear explanation of fees is usually provided during the initial consultation. For most families, the cost is a small fraction of what probate might cost if no plan were in place.

Review your plan every 3–5 years or after major life events such as marriage, divorce, the birth of a child, or significant financial changes.

A will directs how your assets are distributed and can name guardians for minor children. A trust can do this and more, including avoiding probate, protecting assets, and managing finances over time. Many families benefit from having both.

A power of attorney authorizes someone to manage your financial affairs if you become incapacitated. Without it, your family may need court approval to act on your behalf.

A healthcare directive (advance directive) specifies your medical preferences if you cannot communicate. It also allows you to name someone to make healthcare decisions for you.

Naming a guardian in your estate plan ensures someone you trust will care for your children. A trust can also provide financial support for their upbringing and education.

Creating a trust to allocate funds for living expenses, education, and future needs is recommended. Life insurance can also provide financial stability for your children's guardian.

Yes. A pet trust allows you to set aside funds and appoint a caregiver to ensure your pets are cared for according to your instructions.

Using irrevocable trusts, lifetime gifting strategies, and the unlimited marital deduction are common ways to reduce estate taxes. A qualified professional can help tailor strategies to your situation.

Long-term care can be costly. A Medicaid Asset Protection Trust (MAPT) can protect your home and assets so you can qualify for Medicaid without depleting your savings.

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