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Wills & Trusts

How can I best take care of my loved ones if the unexpected occurs?

Photo by marekuli

Photo by marekuli

Wills & Trusts

Often referred to as "Estate Planning", the primary purpose of a will and/or trust is to create a means of conveying ownership of your property to your heirs upon your death. 

A living trust, also called a revocable trust, is the single most efficient means of transferring title to one's property upon death while maintaining complete control of that asset while alive.   The living trust is the foundation of our comprehensive estate plan and it allows its creator, called the settlor of the trust, to ensure that one's beneficiaries have title to his or her property as soon as possible and while avoiding the time and expense of probate necessitated by the use of a will alone.  A modern estate plan still uses the traditional will, but its purpose is simply to pour any missed assets into the trust, which is why we often refer to it as a "pour over" will.

Click here to learn more about our Living Trust Estate Plan Package: