Wills & Trusts
Secure Your Legacy
Understanding the differences between a will and a trust is essential for effective estate planning. Wills allow you to designate how your assets are distributed after death, while trusts can be used to manage your assets during your lifetime and beyond. Trusts offer benefits such as avoiding probate, privacy, and more control over asset distribution.
Take control of your legacy today. PalomarWealth can help you explore how a will, a trust, or a combination of both can safeguard your wishes and provide peace of mind for your loved ones. Start your comprehensive estate plan now!
Which Is Right for You?
Let us help you navigate wills, trusts, and estate planning to ensure your assets are protected and your wishes honored. Don’t leave the future to chance. Schedule a consultation today!
Will Package
Will-based Estate Plan Includes:
- Will
- Financial Power of Attorney
- Healthcare Power of Attorney
- Healthcare Directive Statement of Wishes
- HIPAA Release
Pricing: $1,200
Trust Package
Trust-based Estate Plan Includes:
- Revocable Trust
- Certification of Trust
- General Transfer
- Pour-Over Will
- Financial Power of Attorney
- Healthcare Power of Attorney
- Healthcare Directive Statement of Wishes
- HIPAA Release
- Optional: Property Deed Additional State Specific Cost (IL Cost to file $400)
- Optional: Business Assignements $100
- Future Plan Amendments $250
Pricing: $1,900
Will Power
Creating a will gives you (not the state) control over the distribution of your assets
Living Trusts
Learn the pros and cons of a living trust and how it could help your estate planning strategy
Grantor Retained Annuity Trust
GRATs are a reliable method for managing taxes and passing wealth on to future generations
Problems with Probate
The probate process can be complex, but it doesn't have to be (if you take the right steps)
Estate Planning Checklist
Is your estate in order? This short quiz may help you assess your overall strategy
Critical Estate Documents
Sound estate management includes creating essential financial and healthcare documents
FREE Estate Planning Webinar
Learn why creating an estate plan is crucial for securing your assets and ensuring your wishes are carried out.