Frequently Asked Questions

What is the difference between a Will and a Trust?

A will takes effect only after death and typically requires probate, a court-supervised process that can be lengthy and costly. A trust can manage your assets during your lifetime and after death, often allowing your estate to transfer to your beneficiaries more efficiently and without court involvement.

How does my estate plan coordinate with my financial investments?

Even a well-drafted estate plan can fall short if your accounts, beneficiary designations, and property titles are not structured to support it. At RGWM, our financial advisors and estate planning attorney work together directly, ensuring your legal documents and financial strategy remain aligned as your circumstances change.

What is the benefit of working with a Board Certified attorney?

Board Certification signals a depth of specialization that goes beyond standard bar admission. For our clients, that translates into a more thorough, defensible estate plan and a lower likelihood of errors or ambiguities that could create problems for your family down the road.

How are my business interests or stock options handled in an estate plan?

Complex assets such as closely-held business interests, RSUs, or NQSOs require careful structuring to avoid unintended tax consequences or forced liquidation at death. We work to ensure these assets are properly titled, integrated into your broader estate plan, and supported by a succession strategy that preserves their value for your heirs.

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