A good estate plan can help your family transition through a difficult period. The plans you make today can protect your family tomorrow.
Why should I have an estate plan? In one word, CONTROL. If anything ever happens to you, a good estate plan will allow you to be in control of your person and your finances, so that your affairs are managed in a manner that is satisfactory to you.
Simple Will or Living Trust?
For most people, a Simple Will is less expensive and easier to understand than a Living Trust. If you have property in multiple states, however, or if you need to have your finances handled in a special way, a Living Trust might be the best selection.Every person has a unique situation that requires a customized estate plan. Living Trusts can be expensive to set-up and maintain. You should only use one if you need it.
Can’t I Just Make a Will Online
You can, but online estate plans usually charge you for each document that you prepare. As such, the cost savings aren’t significant. In addition, no online service or fill-in the blank form can provide you with the customized approach that you need to address your situation. If you do it yourself and it goes wrong, your family could pay a high price for a cheap estate plan.
“I want to thank you all for the excellent work and all the help you provided in helping to handle cousin Mary’s estate. I don’t know what I would have done without you!! Now that things are all settled, I want to acknowledge your firm’s excellence in work product and client relationship and service. I felt as if friends were working with me every step of the way.
That’s a great credit to all of you!!
TONY P., PITTSBURGH, PA