Wills and Trusts Referrals by The Gentleman Closer
Wills
If you really want to know all there is to know about having a Will there is a great link here to tell you all you need to know about it. However most people are unaware how important having a Will is. We meet clients all of the time making the most important investment decision of their life. Some have Wills and most do not. That is why we started networking with Attorneys that specialize in the creation and maintenance of a Will.
Remember your Will is not for you. It is for your loved ones. You can either give all of your assets to the State and Federal government or you can pass them along to the ones you love. Having and creating a Will is really not that hard, but it does take some soul searching to really decide who gets all of your stuff. Remember you cannot take it with you no matter how much you have now or plan on accumulating in your lifetime. I will throw this out to you so you know at least a little vocabulary when speaking to the Attorney we refer you to. To die and have your estate intestate it is known that you did not have a will. To die testate is having a will and your wishes will be granted in accordance with that Will. That is all I have to say about Wills so feel free to get one on your own, but if you need a referral, we would be happy to provide one to you.
Trusts
We meet many clients as well as Real Estate investors that have multiple properties and when we ask about if they have a Trust, they often reply that they really do not trust anyone. That was a joke but you can learn all about how a Trust can protect you and your loved ones from a litigation as well as taxes. Check out this link here to learn how a Trust can be beneficial not only to protect your properties but also you assets. Trusts go hand in hand with Wills and we would be happy to help with a referral from one of our trusted Attorneys that specialize in Trusts. Need a referral, just ask.
See our Attorney Referral page and choose your Attorney to help prepare your Will or Trust. If you want a personal recommendation, we would be happy to speak to you for any special circumstance before you speak to an Attorney.
