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.
Areas of Practice
Our Attorneys
About Us
At Perkins & Adley, LLP, our law firm serving Plymouth, Indiana is dedicated to addressing your legal needs through advocacy, support, and education.
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.
FAQs About Wills and Trusts
Estate planning can feel like something that can wait, especially when life is busy and your plans seem straightforward. But a few decisions made now can save your family from uncertainty later. Wills and trusts serve different purposes, and we help clients sort through those differences without making the process harder than it needs to be.
Here are questions we often hear when clients begin discussing wills, trusts, and the future of their estate:
Hidden
Can you help me decide whether I need a will, a trust, or both?
Yes. We start by looking at your family situation, assets, long-term goals, and any concerns you have about how property should be handled. A will may be enough for some clients. Others benefit from a trust or from using both documents together. We’ll explain the differences and help you choose the approach that fits your circumstances.
What can you include in my will?
A will can state how you want certain assets distributed and who should receive them. It can also name guardians for minor children. We’ll work with you to ensure the document clearly reflects your wishes and meets the legal requirements for validity.
Can you create a trust that controls when beneficiaries receive assets?
Yes. Trusts can provide more control over how and when assets pass to beneficiaries. That may be useful when you want property distributed gradually, want to provide for a child over time, or have other specific goals. We’ll talk through those details before preparing anything.
Do you update wills and trusts that were created years ago?
We do. Estate plans should change when your life does. Marriage, divorce, new children, changes in assets, or the death of someone named in your documents can all affect an existing plan. We can review what you already have and make the changes needed.
