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Estate Planning
What is estate planning?
Do I need an estate plan?
Putting it All Together
A properly executed trust can result in significant savings and create great flexibility for a person's estate. It also has the added benefit of taking effect during a person's lifetime and allows that person to plan for times of illness or disability. As such, they are a very popular tool that we often employ in helping our clients achieve their estate planning goals.
Of course, every individual's situation is unique and their needs and desires are different. That is where we come in to answer your questions and help you achieve your goals.
Estate Planning Comparison Table
No Will
Will
~ 1 year (courts)
$0
$10,000 +
$1,500 +
$10,000 +
Trust
1-2 months
$2,500 +
Minimal
Probate Avoidance
Privacy
Time to Distribute Assets
Special Provisions for Disability
Tax Savings
Set up Costs
Fees at Death
~ 1 year (courts)
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