Plan for tomorrow with a will or trust.
At Perkins & Adley LLP, we know how important it is to start planning today for tomorrow. We help our clients develop wills and trusts that protect their legacy, ensure their wishes are honored, and reduce uncertainty and stress for their loved ones. We offer these estate planning services in the Rochester, Indiana area, and we are here to provide you with excellent legal service.
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Wills and trusts are separate estate planning vehicles with different purposes. A last will and testament lets you state who will receive your assets, in addition to naming guardians for any minor children. Without a valid will, the probate laws in Indiana will dictate how your estate will be handled, which could be contrary to your intentions.
For many of our clients, a trust is a powerful tool that can provide enhanced control, flexibility, and privacy. A living trust can help your heirs avoid or minimize probate, seamlessly distribute assets, and allow for conditions or timing in how beneficiaries receive their inheritance. Trusts also offer benefits for asset protection or managing incapacity, depending on the circumstances.
Deep Local Roots
Diverse Areas of Practice
Client-Centric Approach
We take a personalized approach to estate planning, starting with a comprehensive review of your financial picture, family dynamics, and long-term goals. From there, we will determine if a simple will can suffice or whether a trust will suit your situation better.
Our goal is to make the estate planning process simple and effective. Contact us today to learn more about wills and trusts.
