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.
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
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