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Trusts and living trusts

Control your legacy, on your terms

A properly structured trust can transfer assets directly to beneficiaries without the delays and costs of probate, while you keep full control today.

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.

Special needs and family trusts

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.

Helpful answers

Questions about trusts

What is the difference between a will and a trust?

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.

Can a trust help avoid probate?

Yes. Assets held in a properly funded trust generally pass to beneficiaries outside probate, which can save time and cost.

What documents are included in an estate plan?

Plans often include a will, a trust, a durable power of attorney, and a healthcare directive, tailored to your needs and goals.

Free initial consultation

Plan with confidence

Call to schedule a consultation, or send your details online.

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