Will or Trust?
Will, trust, or both?
Seven quick questions, about two minutes, for a clear answer.
Your recommendation
What each one does, in plain terms
A will
Simpler, lower cost
- Names who inherits and who carries it out
- Names a guardian for minor children
- Takes effect after death, through probate
- Becomes part of the public court record
A living trust
More setup, more control
- Passes assets without probate
- Keeps your estate private
- Lets you control timing and conditions
- Only works if it is funded (assets retitled)
Worth keeping in mind
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