ESTATE PLANNING FAQs

Q: Do I need a will or trust in NY or CT?

A: A will directs inheritance. A trust may avoid probate and offer long-term asset control.

Q: What documents can be part of an estate plan?

A: Wills, powers of attorney, health care proxies, living wills, and trusts based on assets and goals.

Q: How often should an estate plan be updated?

A: After major life events or every 3–5 years.

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