This is one of the most common estate planning questions we hear.
A will:
Takes effect after death
Goes through probate
Names guardians for minor children
Directs asset distribution
A trust:
Can work during your lifetime
May avoid probate
Provides privacy
Offers more control over assets
Which one do you need?
That depends on:
Whether you own a home or a business
Family dynamics
Privacy concerns
Long-term care planning
Families in Longmeadow, East Longmeadow, Brimfield, Natick, and across Vermont often benefit from a trust, but not always. There’s no one-size-fits-all answer.
If you have questions or would like help deciding what’s right for you, we’re happy to help. Give us a call at 508-202-1818.