What is a Trust?

A trust allows you to protect your assets, property, and financial interests, ensuring that your estate avoids probate. Beneficiaries of your estate will have immediate access to whatever you choose to put in the trust.

Control Your Assets

When it comes to a trust, you can specify the exact terms, controlling aspects like distribution of funds and who exactly will receive elements of your estate.

Protect Your Estate

Since probate is of public record, a trust can keep your assets and property secure and private. In addition, you may save money in legal fees and taxes due to avoiding probate.

Things To Bring:

In preparation of setting up your trust, please bring the following items with you to your appointment:

  • Names of those contained in the Trust
  • Addresses of property and those contained in the Trust
  • Legal Description of Property
  • Legal Description of Assets

Frequently Asked Questions

Some typical questions that come up when considering a trust:

What is probate?

Probate is the official proving of a will. Once a person passes away with a will, the will administration includes a court proceeding known as probate, which establishes the validity of a will.

What is a revocable trust?

A revocable trust is also known as a living trust. As such, this type of trust can still be accessed by the establishing individual, known as the grantor. This type of trust allows control of the assets therein.

What is a trustee?

A trustee is an individual or organization given control of administration of property and assets in a trust with a legal obligation to make sure the wishes of that trust are upheld.

What is an irrevocable trust?

An irrevocable trust successfully transfers your estate out of your control. While the trust may save on taxes and probate, once created, the individual who established the trust no longer has access to the assets.

Services

We Offer A Wide Range Of Services

A trust can protect your assets and legacy. Let's talk about setting one up today!

We are happy to give you advice and point you in the right direction.