Comprehensive and Affordable Estate Planning Solutions

living trusts

How does a trust work?

A living trust offers a holistic approach to financial planning, extending beyond asset distribution at death. This dynamic tool allows you to appoint a trustee for seamless control in incapacity or as life nears its end. Its flexibility enables instruction modifications, ensuring ongoing control and adaptable financial strategies throughout your lifetime.

Why create a living trust?

While many individuals initiate their estate planning journey by crafting a Will, it’s crucial to explore more comprehensive alternatives. Trusts provide a wide range of advantages beyond what a Will can provide and avoids the hassle of having to go through probate court, allowing you to retain control of your estate before and after your death.

With a living trust, you retain control of your estate before and after your death, and you can make changes to your instructions along the way.

Whether you’re looking to establish a new living trust or seeking to review and optimize your current documents, we offer the most comprehensive and complete way to protect your assets and loved ones. Avoid probate court and allow your assets to pass seamlessly to your beneficiaries with our Trust-Based Estate Plans.

Over 30 years of expertise in living trusts.

A living trust is a legal document where a trusted person, called a trustee, manages your assets for you or your beneficiaries. This arrangement allows for smooth and private asset transfer, either during your life or after.

The key benefits of a living trust.

Probate Avoidance

One of the primary advantages of a living trust is the avoidance of probate. Probate is a legal process that validates a will and distributes assets according to its terms. It can be time-consuming, costly, and public. A living trust allows assets to pass directly to beneficiaries without going through probate.

Privacy

If privacy is important to you, a living trust is more secure than a Will because it remains a private document. Unlike the probate process, which is a public record, a living trust provides a higher level of privacy. The details of the trust, including the assets and beneficiaries, are typically kept private.

Flexibility & Control

More flexible than a will, living trusts are revocable, meaning the grantor can modify or revoke the trust during their lifetime. This provides flexibility and control over the assets placed in the trust. It allows for changes in beneficiaries, trustees, and terms as circumstances or preferences change.

let us help you with your estate plan

Creating a plan for what happens to your estate is highly important for your family and your legacy.

With the right strategies and professional guidance, individuals can indeed secure a lasting legacy, ensuring that their wealth benefits not only themselves but also their future generations.

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