Expertise
2023
A Will & Trust Will Help You Protect Those That Matter Most To You
A will and trust are legal documents that will help clarify and legally enforce your wishes. Without a proper will and trust in place, your assets and children (if you have them) may not end up in the right place and with the right people when you’re gone. Tomorrow isn’t guaranteed. These legal tools can help get your affairs in order now.
Will
A will is a legal document that states who will inherit your assets when you pass away. Should something happen to you, your will can also name guardians for your minor children so they are raised the way you want and by the people you choose. This can provide great peace of mind for parents of all ages with young children.
Trusts
A trust is an arrangement that allows a third party or a trustee to hold assets on behalf of a beneficiary, and you get to set the terms. Some additional benefits of a trust include, but are not limited to, the following:
- Trusts typically allow your loved ones to avoid the probate process, while most wills have to go through it.
- Revocable trusts can help in the event that you’re ill or incapacitated – not just if you pass away.
- A trust can help keep your assets out of the public record and offer your family more privacy.
There are many different types of wills and trusts to choose from, including:
- A last will and testament – A document that states your wishes for your property and minor children.
- A living will – Allows you to choose the kind of healthcare you want if you become incapacitated.
- A revocable living trust – A trust that receives the property, enabling the estate to avoid probate and amend the terms of the trust at any point
- A special needs trust – Allows you to take care of a loved one with special needs and ensures they continue receiving government benefits.
- A Medicaid trust – Protects assets when you need to apply for Medicaid to cover long-term care.
And more! Our Sandy will and trust lawyers can explain your options and draft customized versions that are right for your unique needs.
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