The key to effective estate planning
Why Create A Living Trust
Living Trust vs. Will
How Does a Trust Work?
A living trust enables you to plan for more than the distribution of assets at the time of death. This asset management allows you to select a trustee who can take over when you are incapacitated or close to death. With a living trust, you can change your instructions along the way, retaining control throughout your lifetime.
Not all trusts are created equal. There are different types of trusts with varying features and benefits. Our attorneys can help you decide the right choice for your circumstances.
The Key benefits of A Living Trust
If you can no longer effectively look after your estate or you become incapacitated, your named successor trustee can manage your financial affairs without the expense and delays associated with conservatorship proceedings. A Will on its own doesn’t account for this — your loved ones would have to ask the court to appoint a conservator to manage your financial affairs, which is less cost and time-effective.
Leave A Legacy
Do you want to support charitable causes with your hard-earned money? Our team can help you consider charitable giving options that allow you to support your favorite causes and enjoy the tax benefits while maintaining control of your contributions. Our financial team can provide you with the financial guidance, and our legal team can provide you with the legal guidance necessary to save you the headaches of navigating charitable contributions on your own.
Estate Planning for the Ages
Estate planning helps set you and your heirs up for success. We recommend examining and tweaking your estate plan at least every 3-5 years, or sooner if you know you need to make revisions have a significant change in your financial situation or when you have a significant life change, such as the birth of a child or health challenge. Investing in a living trust estate plan ensures your plan is in place, no matter what surprises life brings.
As easy as
Decades of legal trusts & estates experience; featured on ABC News, NBC News, Bloomberg Law, and FOX News.
Fixed-fee pricing for all services with absolutely no hourly rates.
As many phone calls, emails, meetings, and reviews as it takes for you to feel comfortable and confident about the plan.