Establishing a trust within your overall estate plan provides the certainty and control over all you’ve worked for and accumulated during your lifetime, regardless of asset level.
Trusts give you the confidence of knowing what will happen to your estate, can potentially exclude probate, a lengthy and expensive process, and can avoid the judicial appointment of a guardian or conservator in the event of incapacity. Some provide for long-term care or education for children or grandchildren; while others can provide for a favorite charity.
We can work with you to ensure your wishes are communicated, in writing and legally binding. Beyond that, we’ll revisit your plan regularly to ensure it is up to date.