Wills & Trusts
A well-rounded financial plan examines your total financial picture—including estate planning. Wills and trusts can help protect your family, organize your wishes, and preserve what you’ve built.
Wills & Trusts
A well-rounded financial plan looks at your total picture — including estate planning. Wills and trusts help protect your family, your assets, and your wishes.
Estate planning basics (plain English)
Wills and trusts are tools that help you define what happens to your assets, your responsibilities, and your loved ones if something happens to you. The goal is clarity: fewer surprises, fewer delays, and fewer family conflicts.
Protect your family
Make your wishes clear and reduce the burden on your spouse, children, or other loved ones.
Protect your assets
Help organize how assets transfer — and coordinate with beneficiary designations and account titling.
Why it matters for retirement planning
A strong retirement plan isn’t just income and investments — it’s also the “what if” planning. Estate planning can help reduce probate delays, minimize confusion, and preserve your legacy.
Clear instructions
Define who receives what, who is responsible, and how decisions should be made.
Align beneficiaries & titling
Many “estate plan problems” come from outdated beneficiaries or mismatched account ownership.
Preserve what you built
Reduce the chances of forced liquidation, family disputes, and unnecessary delays.
Wills vs. Trusts (high level)
Both can be important. The right choice depends on your assets, your family situation, your goals, and how much control you want over timing and distribution.
Wills (generally)
- Names guardians for minor children (if applicable).
- Explains your wishes for asset distribution.
- Often involves probate, which can take time and vary by state/county.
Trusts (generally)
- Can help avoid probate for assets titled in the trust (varies).
- More control over timing/distribution and special situations.
- Useful coordination tool for estate planning + retirement strategies.
Quick checklist (things to review)
If it’s been a while, we can help you review what you already have and identify gaps to address with an estate planning attorney.
Core documents
Will, trust (if used), powers of attorney, healthcare directives, beneficiary forms.
Alignment
Account titling, beneficiaries, life insurance, retirement accounts, property deeds.
FAQ
A few common questions we can cover quickly.
Do I need a trust or just a will?
It depends on your assets, family needs, and control preferences. We can help you evaluate the pros/cons and coordinate with an estate planning attorney.
Will a trust automatically cover everything I own?
Not necessarily. Assets must often be titled properly and beneficiary designations should be updated. Coordination is usually where the biggest wins happen.
How often should I review my estate plan?
Common triggers: marriage/divorce, births, deaths, big changes in assets, moves to another state, business changes, or every few years for a general tune-up.
Want a personalized comparison?
We can review your goals and what you already have in place, then help you compare next steps and coordinate with an estate planning attorney (if needed).
Office: 1819 Buford Hwy NE, Suite #B, Buford, GA 30518
Phone: 805-732-4561 · Email: kenny@customwebsiteforyou.com
Disclosure: This page is for general information only and is not intended as legal, tax, or financial advice.
For legal document preparation and advice, consult a qualified estate planning attorney.
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