Many people are surprised by how much of an estate planning consultation is simply a conversation. Before we prepare any documents, we spend time getting to know the person sitting across from us. Every family is different, and every estate plan should reflect that.
After practicing estate planning for many years, we have noticed that certain mistakes appear again and again. Most are completely understandable. People are doing their best to plan for the future, but without legal guidance, important details are often overlooked.
A living trust creates a clear plan for how your assets should be managed, who will make important decisions if you become unable to do so, and how your wishes should be carried out for the people you care about.