Trusts and Wills

Estate planning is important for everyone, even if you do not have a “large” estate.
The foundation of an effective estate plan is the Revocable Living Trust.

A simple Will usually is adequate for those having assets under $100,000 in fair market value, but for those with assets over $100,000 a Revocable Living Trust has many benefits.

Revocable Living Trusts

A Revocable Living Trust is the foundational trust of estate planning and the most important document you will ever sign to protect your loved ones.
By establishing a trust, a person is able to hold title to real and personal property in the name of the trust resulting in many benefits.

You will be able to determine who gets what upon your death. A will can be changed any time before your death.

Establishing your plan

What you can expect in the Estate Planning process – a comprehensive, custom plan that protects you, the people you love, and your legacy.

Complimentary Counseling

Counseling

Chip will get to know you, your family, and your specific situation and will explore options to best solve your issues, and answer your questions in plain English.

Design Meeting

This is an in-depth working meeting where he will develop a plan that best serves the needs of you, your family, and your charities.

 

Signing Meeting

Once the documents that accomplish everything you want to do in your Estate Plan are created, we will meet for your Signing Meeting.

 

Portfolio Copies

Original signature copies of your documents will be given to you and any of your successor trustees and children

 

FREE CONSULTATION