Wills & Trusts

Estate planning is usually associated with major assets such as a home, financial accounts, investments, and life insurance. But some of the possessions that matter most to us do not fit neatly into those categories.

After a loved one passes away, family members often begin searching for important estate planning documents. They may know that a will or trust was created, remember discussing it, or even find a photocopy or digital version on a computer. But what happens when the original signed document cannot be found?

Many parents want to leave their home to their children and wonder whether naming a child in their will gives that child any ownership rights during the parent's lifetime.

While handwritten wills can be legally recognized in some situations, relying on one can create unnecessary complications for your loved ones. A professionally prepared estate plan provides much greater clarity and can help reduce the risk of disputes after your death.

One of the most common questions people ask when beginning the estate planning process is whether they need a will, a trust, or both.

A properly prepared estate plan can benefit homeowners, parents, business owners, young families, and individuals with modest assets alike.