Why Estate Planning?

With or without a Will, your assets will pass through the probate court system.

The probate process can be lengthy, time-consuming, costly and emotional for your heirs.

Probate costs can be very sizeable. It is common for probate costs to exceed five percent of the gross value of the estate.

Making sure that your assets are managed the way that you intend after your death or in the event you become incapacitated can be difficult.

By using a Trust, you can arrange for the management of your assets after death or during incapacity. It also alleviates the burden on your loved ones of dealing with complex administrative, legal and investment issues during already difficult times.

A Trust has several other advantages including maintaining privacy, saving estate taxes and ensuring that your assets continue to be managed properly.