Peace of Mind
Depending on the size of the estate, some clients may only require a will-based estate plan. In short, a Last Will and Testament clarifies how an individual’s assets will be managed and distributed upon death, and designates a personal representative to carry out the instructions of the will. Additionally, a will is the only way to name guardians for minor children.
Because a will must go through the probate process, which can be time consuming and costly, we often recommend utilizing a number of other estate planning tools, including:
At PB Legal Group, we believe that creating an estate plan is the only responsible way to protect your assets and provide for your loved ones. By failing to do so, the court will make decisions about the distribution of your assets according to the state’s intestacy laws, which may not agree with your wishes. Our capable attorneys can help to create a plan that achieves all of your financial goals.
If you need assistance creating or updating your estate plan, call our office today for a free consultation or complete the contact form on our website.
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