Trusts

Overview

A trust is a legal arrangement that holds assets on behalf of your beneficiaries, managed according to terms you set. Unlike a will, assets held in a properly funded trust generally avoid probate — passing to beneficiaries more quickly and privately.

Revocable vs. Irrevocable Trusts

A revocable living trust can be changed or dissolved during your lifetime, offering flexibility while still avoiding probate for its assets. An irrevocable trust generally can't be changed once established, but can offer stronger asset protection and estate tax advantages — useful for specific planning goals like protecting assets from creditors or providing for a beneficiary with special needs.

What's Included

• Revocable living trusts to avoid probate and maintain flexibility
• Irrevocable trusts for asset protection and tax planning
• Special needs trusts for beneficiaries who require one
• Guidance funding your trust so it actually works as intended
• Trust administration support after a death or incapacity

Why It Matters

A trust that's properly drafted and funded can save your family significant time and cost by avoiding probate, keep your affairs private, and give you more control over how and when beneficiaries receive assets.