FAITH, FAMILY, AND THE FARM
GREAT THINGS ARE WORTH PROTECTING

Orange City Estate Planning Blog

trust diagram

Why Trusts Make Sense

Done right by a lawyer, your heirs can avoid the expense and time of probating your will and may save on estate taxes, while easing the administration of your affairs while alive and after you have gone.

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Joint Accounts and Beneficiary Designations

Remember that a will goes through probate, so a husband and wife typically try to avoid it by using joint ownership or beneficiary designations. However, they’re often mistaken by believing the will still controls their estate.

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trust diagram

Who Needs a Special Needs Trust?

If you are the parent of a person with special needs, you are well aware that the role you play is very different than it may be for other children. Properly planning to meet their financial needs, both in the immediate and long term, is a critical part of supporting your child. This support must often continue well past the typical age of adulthood, which means parents need to put in place financial tools to care for their children, in the event of the parents’ death.

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