Presented by...
Natalya Evans
Your Neighborhood Personal Family Lawyer
Presented by...
Natalya Evans
Your Neighborhood Personal Family Lawyer
Join Us In-Person!
Wills, Trusts, and Why Estate Planning Matters
Wills and trusts are two of the most commonly used estate planning documents, and they form the foundation of most estate plans. While both documents are legal vehicles designed to distribute your assets to your loved ones upon your death, the way in which they work is quite different.
From when they take effect and the property they cover to how they are administered, wills and trusts have some key differences that you need to consider when creating your estate plan. That said, when comparing the two documents, you won’t necessarily be choosing between one or the other—most plans include both.
In fact, a will is a foundational part of nearly every person’s estate plan. Yet, you may want to combine your will with a living trust to avoid the blind spots inherent in plans that rely solely on a will. As you’ll learn below, the biggest of these blind spots is the fact that if your estate plan only consists of a will, you are guaranteeing your family has to go to court if you become incapacitated or when you die.
To determine the right solution for your family, you should meet with us, your Personal Family Lawyer® for a Family Wealth Planning Session™. We offer a comprehensive process for helping you feel confident that you’ve chosen the right planning tools at the right fees for yourself and the people you love.
In the meantime, here are some of the key differences between wills and trusts that you should be aware of.
Your Family Matters, P.A.
3277 Fruitville Road, Suite F2
Sarasota, FL 34237
Friday, August 19, 10:00am - 11:30am
~ or ~
Tuesday, August 30, 5:30pm - 7:30pm
Complete The Form below to secure your spot
FREE BONUS: The Best-Selling Book on Legal Planning for Parents, Wear Clean Underwear
Join Us In-Person!
Wills, Trusts, and Why Estate Planning Matters
Wills and trusts are two of the most commonly used estate planning documents, and they form the foundation of most estate plans. While both documents are legal vehicles designed to distribute your assets to your loved ones upon your death, the way in which they work is quite different.
From when they take effect and the property they cover to how they are administered, wills and trusts have some key differences that you need to consider when creating your estate plan. That said, when comparing the two documents, you won’t necessarily be choosing between one or the other—most plans include both.
In fact, a will is a foundational part of nearly every person’s estate plan. Yet, you may want to combine your will with a living trust to avoid the blind spots inherent in plans that rely solely on a will. As you’ll learn below, the biggest of these blind spots is the fact that if your estate plan only consists of a will, you are guaranteeing your family has to go to court if you become incapacitated or when you die.
To determine the right solution for your family, you should meet with us, your Personal Family Lawyer® for a Family Wealth Planning Session™. We offer a comprehensive process for helping you feel confident that you’ve chosen the right planning tools at the right fees for yourself and the people you love.
In the meantime, here are some of the key differences between wills and trusts that you should be aware of.
Your Family Matters, P.A.
3277 Fruitville Road, Suite F2
Sarasota, FL 34237
Friday, August 19, 10:00am - 11:30am
~ or ~
Tuesday, August 30, 5:30pm - 7:30pm
Complete The Form below to secure your spot
FREE BONUS: The Best-Selling Book on Legal Planning for Parents, Wear Clean Underwear
Got questions about estate planning for your family?
Join Us!
What You'll Learn
Will trust or ?
What do you really need to keep your family out of court and out of conflict when something happens to you? We'll cover all of it in detail, including the 3 biggest fears most people have when it comes to estate planning.
Don't fail your loved ones
fAIL
Even if you've created a plan, it may not work when your family needs it. See exactly why most plans fail and how you can put in place a plan for peace. Because your family deserves it.
what it costs
Most people wonder what estate planning should cost and whether they even need one. We'll guide you to know what it should cost, and also describe our estate planning process so you know your options.
Disclaimer - This presentation is entirely free. We encourage you to stay until the end to hear about the solutions we offer to protect your loved ones if and when something should happen to you.
© 2022 Your Family Matters, P.A, | All Rights Reserved | Privacy Policy