We want to help every family to have an estate plan. Our new Trust series will explore the basics of estate planning, show you how to navigate the trust process, determine if and when you need legal help, and assist you as needed.
When you know, you know. Everyone has an estate. And no matter how modest, almost everyone can benefit from setting up a living trust. As estate planners, we create living trusts for our clients all the time. From modest to sophisticated, we know the ropes. As part of our ‘law for everyone’ concept, we want to give back to our community by giving you the basics you need to move forward with this important financial decision.
Armed with some basic information about how and why to set up a trust to manage your assets, you will be able to make informed decisions, set up a trust with or without the help of an estate planning attorney, and come away knowing that your loved ones will be taken care of as you intended. Now you know.