Courteous Law ~ Attorney Deb Bess Urbaitis

Estate Planning, Business & Family Law Practice ~ Henniker, NH

How Do a Traditional Estate Plan and a Legacy Estate Plan Differ?

Family Wealth Trust
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

Contact Us

Attorney Deb Bess Urbaitis
Courteous Law
45 Gould St
PO Box 923
Henniker, NH 03242

Phone: (603) 428-3838
Toll Free Fax: (888) 418-3210

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