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Frequently
Asked Questions.

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What’s the difference between a will and a trust?

A will outlines how your assets are distributed after your death but typically requires probate. A trust, on the other hand, allows for private, efficient asset transfers without court involvement.

How often should I update my estate plan?

We recommend reviewing your plan every three to five years or after any major life event, such as marriage, divorce, the birth of a child, or a significant financial change.

Do I need an estate plan if I don’t have significant assets?

Absolutely. Estate planning is about more than wealth—it’s about ensuring your wishes are followed. Even if your assets are modest, a plan can protect your family from unnecessary stress and expense.