Trusts & Estate Planning
How We Can Help
We help create your Wills, Trusts and Estate Planning as well as develop personalized Living Wills, Powers of Attorney and Health Care Directives and Estate Plans to meet your individual needs and goals.
We will help you develop the strategy that best protects your assets and your family’s future; while maintaining family privacy and keeping control of your wishes.
Protecting Your Family And Your Future
What can our team do for you?
Simply put, we develop a plan to cover everything you and your family will need during your life and beyond.
We develop personalized Wills, Trusts, Powers of Attorney and Estate Plans to meet your individual needs and goals. We will help you develop the plan that best protects your assets and your family’s future; while maintaining family privacy and keeping control of your wishes.
What is a Trust?
I hear clients ask “Why do I Need a Trust” every day. Because each client is different, there are different types of Trusts or Trust Planning services that we can provide. I like to say that “A Trust is a vehicle that is created to hold money or property in a way that survives your incapacity or lifetime. It is contractual and agreed upon by those involved. A Revocable Living Trust is usually known as a way to avoid probate, but it is also a powerful tool to keep your Estate Plan a Private Family Matter and to protect you, your family and your assets during life and its challenges now and in the future.
Effective Trusts & Estate Planning Services
A trust may offer you a variety of advantages, such as:
- Avoiding Probate
- Protecting Adult Children from their Potential Mistakes
- Minimizing or Avoiding Tax Consequences
- Keeping Financial Information Private
- Setting Money Aside for Your Children and Grand Children
- Setting Aside Money for Potential Disability or Long-Term Care
- Assisting with Supplemental Needs or Special Needs
- Obtaining Medicaid for yourself or a loved one
Types Of Trusts
- Revocable Living Trust
- Living Trust
- Joint Trust
- Spendthrift Trust
- Irrevocable Trust
- Medicaid Trust
- Land Trust
- Testamentary Trust
Are Estate Plans Necessary For Everybody?
“Leave A Legacy, Not A Mess”
Emerald Publications – September, 2007