FAQs
Get quick answers to essential questions about our estate planning services and see how we can assist you.
Common Questions
Most Popular Questions
Quarters Estate Planning is dedicated to providing comprehensive estate planning services that help individuals and families secure their financial future. We specialize in creating tailored plans that include wills, trusts, and succession planning to ensure your assets are managed and distributed according to your wishes.
Estate planning is the process of organizing the distribution of your assets before and after your death. It ensures that your property is transferred to your beneficiaries as smoothly and tax-efficiently as possible, and according to your wishes.
Start by assessing all your assets, including properties, investments, and personal belongings. Consult with a professional from Quarters Legacy to discuss your goals and draft necessary legal documents like wills and trusts to ensure your estate is handled according to your desires.
Quarters Legacy is a leading estate planning firm that provides expert advice and services to help clients manage their estates and secure their legacy. We offer personalized planning solutions to meet the unique needs of each client.
Will writing involves drafting a legal document that outlines how your assets should be distributed upon your death. It can specify guardians for minor children and even provisions for pets, ensuring your wishes are executed exactly as planned.
A will is a document that outlines how your assets should be distributed after death, while a trust is an arrangement where a trustee holds legal title to the property for a beneficiary, which can take effect during your life or after.
You can start by contacting us for a free consultation to discuss your needs and objectives. Our team will guide you through each step to create a plan that’s right for you.
Absolutely, and it's advisable to do so after major life events such as marriage, the birth of a child, or the acquisition of significant assets. Quarters Legacy can help make necessary updates.
A good estate plan works in tandem with your retirement plan, ensuring that your retirement savings are utilized according to your wishes and contribute to the financial security of your beneficiaries.
Without an estate plan, the distribution of your assets will be determined by state law, which may not align with your wishes and could lead to family disputes or additional taxes.
Need More Help?
Don't hesitate to contact us for more help.
Our team at Quarters Legacy is here to provide the guidance you need.