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Frequently Asked Questions
Estate planning ensures your assets are distributed according to your wishes after you pass away. It includes creating wills, trusts, and designating beneficiaries. Without proper planning, state laws determine how your assets are divided, which may not align with your preferences.
A will specifies how your assets should be distributed after death and goes through probate court. A trust can hold and manage assets during your lifetime and after death, often avoiding probate, maintaining privacy, and providing more control over asset distribution.
While simple estates may not require an attorney, complex situations involving significant assets, business ownership, blended families, or tax concerns benefit greatly from professional legal guidance. An estate planning attorney ensures documents are legally sound and tailored to your specific needs.
Dying without a will (intestate) means state laws determine how your assets are distributed, typically to your closest relatives. This can lead to unintended outcomes, family disputes, and delays. The court will also appoint someone to manage your estate, which may not be who you would have chosen.
Review your estate plan every 3-5 years or after major life events like marriage, divorce, birth of children, significant asset changes, or moving to a new state. Tax law changes may also warrant updates to ensure your plan remains effective and legally compliant.
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