How trusts help your family
Trusts give you greater control over how and when assets are distributed. They can help your family avoid probate, keep matters private, and preserve more of your estate for the people and causes you care about.
A properly structured trust can transfer assets directly to beneficiaries without the delays and costs of probate, while you keep full control today.
Trusts give you greater control over how and when assets are distributed. They can help your family avoid probate, keep matters private, and preserve more of your estate for the people and causes you care about.
For a loved one with a disability, a special needs trust can provide support without risking eligibility for Medicaid or Supplemental Security Income. We help you choose and draft the right structure for your family.
A will states how assets are distributed after your passing and usually goes through probate. A trust can manage and distribute assets without probate, with more control and privacy.
Yes. Assets held in a properly funded trust generally pass to beneficiaries outside probate, which can save time and cost.
Plans often include a will, a trust, a durable power of attorney, and a healthcare directive, tailored to your needs and goals.
Call to schedule a consultation, or send your details online.