A trust lets you place assets under the care of a chosen trustee so they're managed - and ultimately distributed - exactly the way you intend. Because the assets are owned by the trust, they can skip probate, protect vulnerable beneficiaries, and even reduce taxes.
We help families tailor the right structure, whether that's a Revocable Living Trust you can change at any time, an Irrevocable Trust for asset protection, a Special-Needs Trust that preserves Medicaid or SSI, or a Charitable or Qualified Income Trust crafted for long-term-care planning.
The best time to create a trust is now, while you're healthy and can make informed decisions about asset protection and family care.
Here are the most common situations where having a trust is essential.
When you have significant assets that need protection from creditors, lawsuits, or long-term care costs that could drain your life savings.
If you have a loved one with disabilities who receives government benefits that could be jeopardized by receiving an inheritance directly.
When you want your assets to pass to beneficiaries quickly and privately without the expensive and time-consuming probate process.
For strategic planning to reduce estate taxes or preserve eligibility for Medicaid benefits while protecting your family's inheritance.
Don't leave things up to chance. Create your trust while you still can.