Will & Trust Educational Webinar
It’s easier than you think, and it’s one of the most important gifts you can give your family
Most people avoid writing a Will or setting up a Trust, thinking it’s something to do later. But what happens if later never comes?
Secure Your Financial Future Today
With a will & trust
• You decide who inherits your assets.
• Avoid delays, save legal costs, and minimize taxes.
• Peace of mind knowing your loved ones are protected.
• Clear guardianship instructions for children.
Without a will & trust
• Your assets can get stuck in lengthy legal battles (probate).
• The court decides who gets what — not you.
• Family disputes can arise over property and money.
• Minor children may not have guardianship as you’d want.
It’s not just for the wealthy — it’s for anyone who wants control, clarity, and peace of mind.
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The greatest gift you can leave behind isn’t money — it’s clarity. A will and a trust turn chaos into peace, and uncertainty into legacy.
Got Question?
We've got answers
What is a will?
A will is a legal document that states how you want your assets and property distributed after your death. It also lets you name guardians for minor children.
Do I need a will if I don’t have much?
Yes. Even if you don’t have many assets, a will ensures your wishes are respected and avoids unnecessary stress for your loved ones.
What happens if I die without a will?
The state decides who gets your assets according to local “intestate” laws — and it might not be what you’d want.
Can I write my own will?
Yes, but it must follow your state’s legal requirements to be valid. DIY wills can work for simple situations, but complex ones usually need a professional.
How often should I update my will?
Anytime there’s a major life change: marriage, divorce, children, buying property, or a death in the family.
What is a trust?
A trust is a legal entity that holds and manages your assets for your beneficiaries. It helps avoid probate and can provide more control over how and when assets are distributed.
What’s the difference between a will and a trust?
A will goes into effect after you die. A trust can go into effect while you’re alive and continues after your death. Trusts often avoid probate, while wills don’t.
Do I need a trust if I have a will?
It depends. Trusts are helpful if you want to avoid probate, maintain privacy, or have complex distribution wishes (like for young children or special needs beneficiaries).
What’s a revocable vs. irrevocable trust?
Revocable trust: You can change or cancel it during your lifetime.
Irrevocable trust: Once set up, you typically can’t change it — but it offers tax and asset protection benefits.
Is a trust only for the wealthy?
Nope! Trusts can help people of all income levels — especially if you own a home, have kids, or want to avoid probate.