Frequently Asked Questions About Estate Planning
We understand that estate planning can feel overwhelming. Below are answers to some of the most common questions our clients ask.
The right choice depends on your goals, assets, and family situation. A will provides instructions for distributing your property after death, while a trust may help avoid probate and provide greater control over the distribution of assets.
If someone passes away without a valid will, state law determines how their assets are distributed. The process is designed to provide a legal framework for transferring property, but the outcome may differ from what the person would have chosen for themselves. Creating an estate plan allows individuals to document their preferences and provide guidance for their loved ones.
Most estate plans should be reviewed every three to five years or after major life events such as marriage, divorce, the birth of a child, or significant financial changes.
Probate is the legal process of administering a person’s estate after death. It involves validating the will, paying debts, and distributing assets to beneficiaries.
We offer flat-fee estate planning services, so clients know the cost upfront, with no unexpected hourly charges. The exact fee depends on the type of estate plan needed. During your consultation, we will discuss your goals and recommend the option that best fits your situation.