The two primary tools that families use to protect their financial assets are wills and trusts. Your family’s individual circumstances determine which of these are the best option for you. Rest assured, my recommendations will be based on serving the needs of your family by the most effective means possible.
You should consider estate planning if:
You have dependent children, or loved ones with special needs
You have a blended family with stepchildren or children from previous relationships
You have preferences on how your estate is passed on to loved ones
You have assets worth more than $150,000
You have concerns about what will happen should you become ill or incapacitated
You own a business
You would like some of your assets to go to charity
You wish to maintain privacy over your assets and finances
