Contact Me Today!

 

Bekerman Law Firm, P.C.

4600 S. Syracuse St.

Floor 9

Denver, CO 80237

 

Phone: 720-324-0565
Email: bekermanlawfirm@gmail.com

Call Bekerman Law Firm, P.C. for Estate Planning Today!

 

720-324-0565

                       

 

When trying to determine whether a Trust or a Will best suits your needs it can be difficult without looking at all the factors in your specific case. Some of the main factors when deciding which best suits your needs can be found in the chart below. Give me a call today for your free consultation and I will be happy to look at your specific factors and help you determine whether a will or trust is best for you!

 

 

Factor Being Considered

 

 

Will

 

Trust

Is there real estate located in more than one state?

 

X

Are you a person without children?

X

 

Do you have adult children?

X

X

Is your estate including life insurance under $5 million dollars?

X

 

Is you estate including life insurance more than $5 millions dollars?

 

X

Do you have a large qualified retirement asset such as a 401K, 403B, etc.?

 

X

Are there potential privacy issues?

 

X

Are there complicated disposition issues?

 

X

Are there out-of-state executors, trustees or guardians?

 

X

Is there a desire to build in asset protection of inheritance for spouse, children or grandchildren?

 

X

Are you in a second or subsequent marriage?

 

X

Are you planning for beneficiaries with special needs?

 

X

 

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