Wills and Trusts

Estate Planning

An estate plan directs what happens to your property upon your death. A "one size fits all" approach to estate planning may not be the best fit for your family. Every family is different. Your estate and incapacity plan should be unique to your own family's values, goals, and needs.

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An estate plan directs what happens to your property upon your death. For parents of minor children, your estate plan can also nominate a guardian to care for your children and a trustee to manage assets until your children are old enough to manage them.

There are two common options for estate planning: a will or a revocable living trust.

By working with an estate planning professional, you can receive advice about which approach is best suited to your individual goals, family circumstances, and planning priorities.

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Estate Planning Topics

The pages below provide basic information about common questions in this practice area.

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What Is a Will?

Understand what a will does, what it does not do, and how it directs probate and guardianship planning.

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What Is a Revocable Living Trust?

Learn how revocable living trusts can help with both incapacity planning and post-death administration.

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Is a Will or a Revocable Living Trust Right for Me?

Compare common factors that influence whether a will package or trust package is the better fit.

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Estate Planning for Parents

See why planning matters especially for parents of minor children and how guardianship and trusts fit in.

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What Should I Expect at Estate Planning Appointments?

Understand the intake, document review, and signing stages of the estate planning process.

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Estate Planning Packages

Review the typical documents included in will-based and revocable trust-based planning packages.

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