Wills vs Trusts: PRESENTED BY JANE-MARIE SCHAEFFER

Click to download the Wills vs Trusts – Presentation

Will vs. Trust –
Which is Right for Your Family?

Use our Estate Planning Questionnaire

  • Total Estate Assets
  • Non-Probate Assets

Determine Beneficiaries

  • Family Members, Non-Family Members, Charities, Pets, Minors, Persons with Special Needs
  • Any Substance Abuse Problems, Gambling, Debt Plan for Incapacity
  • Determine Fiduciaries
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