Trust Services
Professional Trust Planning
Trusts are powerful estate planning tools that provide control, protection, and tax advantages for your assets while ensuring they are distributed according to your wishes.
Our trust services help you protect your wealth, minimize taxes, and provide for your beneficiaries in the most efficient way possible.
Asset Protection
Protect your assets from creditors, lawsuits, and other financial threats.
Privacy
Keep your financial affairs private and avoid public probate proceedings.
Tax Benefits
Minimize estate taxes and maximize the wealth transferred to beneficiaries.
Control
Maintain control over how and when your assets are distributed to beneficiaries.
Types of Trusts We Offer
A revocable living trust allows you to maintain control of your assets during your lifetime while providing for efficient transfer upon death. Benefits include:
- Avoid probate
- Maintain privacy
- Plan for incapacity
- Flexible and amendable
Irrevocable trusts provide maximum asset protection and tax benefits by permanently transferring assets out of your estate. Benefits include:
- Estate tax reduction
- Asset protection from creditors
- Medicaid planning
- Charitable giving opportunities
Special needs trusts provide for disabled beneficiaries without affecting their eligibility for government benefits. Features include:
- Preserve government benefits
- Enhance quality of life
- Professional management
- Long-term care planning
Ready to Explore Trust Options?
Let us help you determine which trust strategy is right for your situation.
Schedule Consultation