Not everyone needs a trust, but it can be a powerful tool for avoiding probate and controlling how and when your assets are distributed. Unlike a will, which must go through probate and is public, a properly funded trust allows your assets to pass privately and efficiently to your beneficiaries.
How often should I update my estate plan?
It is recommended to review your estate plan every 3–5 years, or sooner after major life events such as marriage, divorce, the birth of a child, or significant changes in assets. Regular updates help ensure your plan continues to reflect your wishes and current circumstances.
Do I need a will?
With an attorney’s help, we ensure your entity is properly structured and set up to support tax efficiency while maximizing protection against personal liability.
