Estate Planning Services
Trust-Based Plan
Trust: Your Whole Estate
Real Estate, Investments, Life Insurance
(Large-Scale)
Creating your estate plan with a foundation of a revocable living trust is our most common package. By creating a revocable trust to hold and manage your assets during your lifetime, you can ensure that your assets pass to your children, friends, or heirs in the way you want without having to involve the court and lawyers. If you own a home, you likely should consider a Trust-Based plan. A trust will also give you the ability to have a child’s share managed by a trust, instead of giving that child money outright. A trust gives you the most flexibility and control over the distribution of your assets.
Contact us to schedule a consultation to discuss your situation and options.
Will-Based Plan
Will: Personal Property
Personal Effects, Sentimental Items
(Smaller-Scale)
Mindi believes everyone should have documents in place to convey to your family who you want to receive your assets—regardless of whether your assets are numerous or limited. If you don’t own a house or other real property, and you don’t have a lot of assets, you may not need a trust at this time in your life. Our will-based plan will give you peace of mind by providing you with the essential documents in place to ensure that your wishes are carried out, even if a complicated plan is not necessary for you.
Contact us to schedule a consultation to discuss your situation and options.