Not everyone requires a trust. However, if you own real estate, have minor children, maintain significant assets, or value privacy, a trust may help streamline administration and avoid probate. We assess this on a case-by-case basis.

If you die without a will, state intestacy statutes determine who inherits your assets. The distribution may not align with your preferences, particularly in blended family situations. Probate will still be required.

Yes. Many clients transfer their primary residence into a revocable living trust to avoid probate and simplify administration. The transfer must be properly documented and recorded to ensure validity.

Estate plans should be reviewed after major life events such as marriage, divorce, birth of a child, acquisition of new assets, or business growth. Even absent major changes, we recommend review every three to five years.

Proper trust planning and beneficiary designations can reduce or eliminate the need for formal probate proceedings. Strategic planning significantly simplifies administration for your family.