Frequently Asked Questions

  • Do I need a will? 
    While there is no law requiring individuals to complete a will, in many cases, it is a good idea to plan ahead for the dispersal of your finances and property upon your death.

  • What is probate? 
    Probate is the process that courts use to enforce the provisions of a will and deal with any disputes regarding the decedent’s estate.

  • What is a power of attorney? 
    A power of attorney is a document that grants a specified individual the right to act as the grantor’s attorney in fact or agent should the grantor become incapacitated.

  • Does a will have to be in writing? 

  • Among other requirements, a will must be in writing, and be signed by the testator in the presence of a witness.

  • If you put assets into a trust, can you change your mind and take them out? 
    If you have a revocable trust you can generally make changes, while an irrevocable trust usually cannot be revoked during the trust creator’s lifetime.

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   Popular Topics

  • Advanced Health Care Directives 
    If you become ill or incapacitated, an advanced health care directive can be used to inform family members and health care providers of your wishes with regard to significant medical or end-of-life decisions.

  • Charitable Giving 
    You can construct an estate plan to give effect to your wishes to leave part or all of your assets to a charitable organization of your choosing.

  • Probate 
    If a person dies without a valid will or some types of Living Trust, their estate will go through the often lengthy and expensive process of probate.

  • Prenuptial & Postnuptial Agreements 
    When engaged or married couples wish to determine ahead of time how their assets will be disposed of in the event of a death, a prenuptial or postnuptial agreement can be a key component of their estate plan.

  • Estate Taxes 
    A well-crafted estate plan can help you minimize tax liability for your heir and beneficiaries.

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PREPARING A WILL

CREATING A TRUST

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