If you own assets in your name alone, they may pass from you to the people you love, as long as you leave a Will. Without a Will, your assets pass according to the State’s rules, also known as intestacy. The State may not pass your assets to the people you care about.

• Assets will pass through your Will to your loved ones if the Will is written properly.
• You can reduce your estate tax liability by using a trust in a Will.
• You can protect the ones you love by creating a trust in your Will which can protect that person from creditors.
• You can protect your children from divorce, or you may protect your children who are not good with money or who have other problems, such as addiction or mental illness.
• It is important that you give your family the tools to help you if you cannot help yourself.
• You can protect disabled beneficiaries by creating a Supplemental Needs Trust for them, which preserves assets for the family while keeping their eligibility for public benefits.
• Your Will must go through probate – using the courts to divide your property.

A Will is just instructions to the Probate Court on how to distribute your assets… And an opportunity for attorney’s to charge you more money. Consider that there may be a better way to do things! Come to a LifePlan™ workshop and learn how to Avoid Probate.