Life moves quickly — your legacy shouldn’t be left to chance.
A well-crafted estate plan shields your loved ones from uncertainty, minimizes taxes and ensures your values live on. Let’s make sure future generations remember your story the way you want it told.
We’ve teamed up with Trust & Will – the leader in online estate planning – to bring you attorney drafted Wills and Revocable Trust packages without the legalese headache. In about 30 minutes you can:
While our online partner can efficiently handle straightforward wills and trusts, more intricate estates—think multiple properties, taxable estates, business interests, or layered trusts—deserve a level of nuance that only a dedicated estate-planning attorney can provide. When complexity rises, we collaborate with seasoned attorneys to craft fully customized strategies, ensuring every detail aligns seamlessly with your broader wealth plan.
A Will directs how your assets are distributed after you pass; it must go through probate. A Revocable Living Trust holds assets while you’re alive, lets a successor trustee manage them if you’re incapacitated, and typically bypasses probate, speeding up distribution and keeping your details private.
If you own real estate, have privacy concerns, or want a seamless hand-off of assets without court delays, a Trust can be a smart add-on. Many families use both: a Pour-Over Will feeds anything outside the Trust into it.
Review every 3-5 years or after major life events–marriage, divorce, new child, big home purchase, business sale or a move to a new state.
State “intestacy” laws decide who inherits, which may leave out close friends or favorite charities and can trigger delays, extra costs, and family disputes.
Court fees, attorney fees, and required appraisals can run 3% = 7% of your estate. Timelines vary — 6 months to 2 years is common– but a funded Revocable Trust can often skip probate entirely.
Revocable Trusts stay flexible; you can change or dissolve them. Generally speaking, Irrevocable Trusts trade flexibility for powerful asset-protection and estate-tax benefits–ideal for larger, more complex estates.
Pick someone organized, financially savvy, and trustworthy — often a spouse, adult child, or professional fiduciary. For complex estates, a corporate trustee or co-trustee structure adds expertise and continuity.
Not by itself. But advanced strategies–e.g., Bypass Trusts, SLATs and GRATs–can reduce or defer federal and state estate taxes. We collaborate with seasoned estate planning attorneys to build those layers when thresholds (currently 13.61M per person for 2024 federal exemption) become a factor.
A Trust can hold assets until beneficiaries reach a chosen age, and a Special Needs Trust preserves government-benefit eligibility while still providing supplemental support.
One well-drafted Revocable Trust can cover everything, avoiding ancillary probate in each state. We’ll coordinate with local counsel where needed.
We keep your financial plan, insurance coverage, gifting strategy, and beneficiary designations synchronized with your estate plan—reviewing annually and whenever life changes.
We walk you through every “what-if” before a lawyer ever hits the clock—defining heirs, charitable goals, asset titling, and contingency wishes up front. That tight briefing slashes redundant attorney hours and keeps more of your money compounding, not covering billable minutes.
Estate documents never live in a vacuum. We sync trusts, beneficiary designations, tax strategies, and investment allocations into one seamless roadmap, so your legacy objectives reinforce—not conflict with—your broader financial strategy.
From vetting top-tier estate attorneys to shepherding document execution and ongoing updates, we handle the heavy lifting. One point of contact, zero administrative headaches, and a legacy plan that evolves effortlessly as your life—and the law—changes.
Ready to ensure your legacy matches your life’s ambitions? Schedule your personalized consultation with Marbella Wealth and start crafting your estate strategy today!
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