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The Law Offices of Jeffrey G. Marsocci, PLLC logo - Estate planning attorney is Raleigh and Asheville, NC
The Plain English Attorney

TAKE THE QUIZ:
Is a Trust Right for Me?

Answer the questions below to determine if a revocable living trust might be a suitable option for your estate planning needs.

Living Trust or Will?

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After you pass on, is it important that your estate be distributed with as few costs and delays as possible?
While everyone hopes for the best, do you want your estate to be as resilient as possible against possible court contests from disgruntled family members who may feel slighted by what you left them (or didn't leave them)?
When I pass on, there is a possibility one or more of my beneficiaries will need their inheritance protected from creditors, bankruptcy, or to maintain benefits such as Disability or Medicaid, and I don't want a court to have to be involved.
If you become incapacitated, do you want your assets and health to be handled by your chosen agents outside of a court's oversight?
When an estate ends up in probate, the filings and accountings are open to the public, so all of your assets, their values on date of death, and beneficiary contact information is open to the public. Is that a concern for you?
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