Is a will or trust right for you?

I want to make sure my minor children are provided for:

A will nominates guardians for minor children.
A trust can ensure a trusted person manages finances for minor children.

I want to protect the equity in my home:

A beneficiary deed can transfer Arizona property to adult beneficiaries.
A trust can avoid probate for your Arizona property and control the distribution to beneficiaries.

We have a blended family and want assets distributed fairly:

A will can outline your wishes for the distribution of your estate.
A trust can provide more control over the distribution of your estate.

I want to make sure my pets are taken care of:

A will treats your pets as personal property; you can designate someone to gift your pet to.
A trust allows for money to be set aside for the proper care of your pet.

I want to leave money to a religious organization or charity:

A will outlines your wishes for special gifts to your organizations.
A trust allows for money to be identified and distributed to your organizations.

I want to control how my beneficiaries receive their inheritance over time:

A will does not allow for the controlled distribution of assets over time.
A trust does allow for the controlled distribution of assets over time.

I own a business:

A will may not provide the ability to transfer the ownership of your business upon your passing.
A trust may help ensure your business is transferred if properly set up with the correct documents.

I’ve had life changes since my estate plan was created:

A will may still be appropriate for your situation.
A trust can be amended to suit your new goals and priorities.

Based on your answers, a will or a trust could be right for you. Talk to an estate planning specialist or check out the educational resources below to learn more!