Estate Planning FAQs

It's never too early to start estate planning. Anyone over 18 should consider having basic documents like a will and power of attorney, especially if they own property, have children, or want to designate someone to make medical or financial decisions on their behalf if needed.
Estate planning documents are generally valid across state lines, but each state has different laws regarding things like probate, powers of attorney, and healthcare directives. It's wise to have your plan reviewed by an attorney licensed in your new state to ensure everything complies.
Yes, digital assets should be part of a modern estate plan. These can include email accounts, cloud storage, social media profiles, and cryptocurrencies. We help clients address these assets properly to ensure their loved ones' access and security.
You should review your estate plan every three to five years or whenever you experience a significant life change, such as marriage, divorce, a new child, major financial changes, or the death of a beneficiary or executor.
A will and a trust serve different purposes. A will distributes assets through probate, while a trust can help avoid probate altogether, offer more privacy, and provide greater control over how and when assets are distributed. We can help determine whether a trust is right for your situation.