Couple
For couples, an estate plan ensures that
the person you’ve chosen to spend your life with
will be protected and secure.
A comprehensive trust and estate plan typically also integrates planning for children, family members with special needs, elderly family who may need financial support, and may include gifts to other people and to charities.
What an estate plan can do for you:
Protect your home, retirement, savings, and other assets
Manage your children’s inheritance and pass on your values
Outline your health care preferences
Minimize taxes
Avoid family stress and conflict
Keep your family out of court*
*A will is not enough to avoid probate and court proceedings after you pass.
At Davis Wills & Trusts, our attorneys make the estate planning process enjoyable and easy. We have developed a step-by-step process to guide you as a couple to resolve issues and develop creative solutions to meet your needs.
To find out how much court costs would be if you pass away without a comprehensive estate plan, use our on-site probate calculator
