Courteous Law ~ Attorney Deb Bess Urbaitis

Traditional estate planning is focused on financial assets and avoiding probate and estate taxes.  A Legacy Estate Plan also addresses how to capture and transfer family values and traditions. 

The main component of a Legacy Estate Plan is a Family Wealth Trust, which covers important issues in addition to avoiding probate. A Family Wealth Trust, can per its terms: 

• Avoid living probate in the event of your mental incapacity
• Provides security for you and your loved ones
• Protect your wealth for future generations
• Include provisions for charitable gifting
• Fund and offer education incentives for future generations
• Protect your estate from spendthrift beneficiaries and creditors