Short answer: do both. The long answer is not my expertise but you can use
the will to direct the trust on how to protect assets. There can be some tax issues so I would go ahead and dig into that vast pile of MacDaddy cash and hire a trust and estates lawyer and consult an account.
Thread Replies (12)
We're in the same quandary as you, decided to use an elder care attorney to
-- PWR2LZ
Jun 10, 2026 at 08:43 AM ET
PWR2LZ
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06/10/26 08:43 AM ET
Have both, had a will since early 90's, got a trust 4 years ago.**
-- 7Hokie1
Jun 09, 2026 at 09:06 PM ET
7Hokie1
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06/09/26 09:06 PM ET
I tried today and he talked for 30 minutes and I had no clue what he said
-- HokieMacDaddy
Jun 09, 2026 at 07:20 PM ET
HokieMacDaddy
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06/09/26 07:20 PM ET
A will is just instructions to the court on how you wish your assets...
-- BleedinOandM
Jun 09, 2026 at 03:00 PM ET
BleedinOandM
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06/09/26 03:00 PM ET
did you use an attorney or DIY?**
-- HokieMacDaddy
Jun 09, 2026 at 03:11 PM ET
HokieMacDaddy
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06/09/26 03:11 PM ET
I think it depends upon how complicated your situation is. **
-- JM397
Jun 09, 2026 at 04:07 PM ET
JM397
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06/09/26 04:07 PM ET
not very so I'm thinking of DIY**
-- HokieMacDaddy
Jun 09, 2026 at 07:18 PM ET
HokieMacDaddy
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06/09/26 07:18 PM ET
Short answer: do both. The long answer is not my expertise but you can use
◄
-- RhinoVT
Jun 09, 2026 at 02:07 PM ET
RhinoVT
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06/09/26 02:07 PM ET
Will has always struck me as very trustworthy, IMO. TIC
-- MP4VT2004
Jun 09, 2026 at 02:06 PM ET
MP4VT2004
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06/09/26 02:06 PM ET