Will & Trust Planning

What You Need to Know About Wills & Trusts

If you’re undecided about creating a will, it’s essential to be equipped with the right information to make informed decisions for your unique circumstances.

Having a family, owning a home, or possessing any financial accounts are significant reasons to have a will. A properly crafted will is crucial for designating guardians for children, transferring a family-owned business, and preventing potential disputes among family members.

Life is full of changes such as marriages, divorces, births, and deaths. These events can make an existing will outdated and misaligned with your current intentions, leading to complications if not regularly updated.

Join us for a complimentary Will Awareness seminar hosted at the Fort Bend County Libraries – Sugar Land Branch. This event will arm you with the essential knowledge to avoid the most common and costly mistakes in will preparation today.

Seats are limited — register now to secure your spot!

Did You Know?

⦿ 76% of Americans aged 18-65 believe having a will is important, yet only 40% have one.
⦿ Two-thirds of those aged 65 and older have a will or living trust.
⦿ 57% of U.S. adults currently lack key estate planning documents like wills or living trusts.

Key Topics We’ll Cover:

⦿ Do you need a Will, Trust, Powers of Attorney, or Health Care Directive?
⦿ How can you bypass the costs and delays associated with probate?
⦿ Strategies to reduce Estate Taxes and maximize the inheritance for your loved ones.
⦿ Asset protection strategies against the high costs of nursing home care.
⦿ Guardianship considerations for your underage children.
⦿ Ensuring prudent financial stewardship of your inheritance by heirs.
⦿ Decisions about who inherits your home, bank accounts, and other assets.
⦿ Preventing family disputes over personal belongings and keepsakes.
⦿ Creating tax-free income for retirement.
⦿ Who will make critical healthcare or end-of-life decisions for you?

Additional Discussions:

⦿ Effective asset transfer strategies, including homes or farms, to your children.
⦿ The advantages of avoiding probate for your family.
⦿ Protecting your assets from unexpected nursing home expenses without traditional insurance.
⦿ Ways to minimize or eliminate various taxes.
⦿ The importance of having appropriate legal documents ready when needed.

Spouses are highly encouraged to attend together!