Do I Really Need a Trust—or Is a Will Enough?
2026-10-29 18:00 - 19:00 (America/New_York) | Caro Office, 1205 E. Caro Road, Caro, MI, 48723
Join us for our Estate Planning Workshop where we’ll compare Wills and Trusts—and help you determine which option makes the most sense for your situation.

Get the Information You Need to Protect Yourself and Your Loved Ones

Do I Really Need a Trust—or Is a Will Enough?
One of the most common questions in Estate Planning is also one of the most important:
Do I actually need a Trust—or is a Will enough?
The answer depends on your goals, your assets, and what you want things to look like for your family in the future.
Many people assume a Will covers everything. Others believe a Trust is always the better option. The reality is, each serves a different purpose—and understanding those differences is key to making the right decision.
This workshop is designed to bring everything together.
We’ll walk through how Wills and Trusts work, when each may be appropriate, and how to determine what fits your specific situation.

🔹 What You’ll Learn

The difference between a Will and a Trust
What a Will does—and what it doesn’t do
How a Trust works and what it can accomplish
How Probate factors into each option
When a Trust may offer added benefits
When a Will may be sufficient
How to evaluate what makes sense for your goals

🔹 Why This Decision Matters
Choosing between a Will and a Trust can affect:

How your assets are distributed
Whether your Estate goes through Probate
How quickly your family can access assets
The level of privacy and control in your plan

Without a clear understanding, it’s easy to rely on assumptions rather than making a decision that truly fits your needs.

🔹 Who Should Attend

Individuals starting the Estate Planning process
Those unsure whether they need a Trust
Families reviewing or updating existing plans
Anyone who wants clarity on how Wills and Trusts compare

🔹 Everything You’ll Walk Away Understanding

The key differences between a Will and a Trust
How to determine which option fits your situation
What factors should guide your decision
How to avoid common misconceptions
What your next step should be

🔹 Join Us
📅 October 29⏰ 6:00 PM📍 Caro Office: 1205 E. Caro Road, Caro, MI 48723
Use the form below to reserve your seat.
All attendees will receive a complimentary consultation.

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