Revocable Living Trusts
The most common type of trust, allowing you to maintain control of your assets during your lifetime while avoiding probate and providing for seamless management if you become incapacitated.
Trusts & Asset Protection
Protect your assets and provide for loved ones with customized trust solutions.
What Is a Trust?
A trust is a legal arrangement that allows a third party (trustee) to hold and manage assets on behalf of beneficiaries. Trusts offer flexibility, privacy, and control that wills alone cannot provide.
Benefits of Trusts
- Avoid probate, saving time and money
- Maintain privacy (trusts are not public record)
- Provide for minor children or special needs beneficiaries
- Protect assets from creditors
- Reduce or eliminate estate taxes
- Control how and when assets are distributed
- Plan for incapacity
Types of Trusts We Offer
Irrevocable Trusts
Trusts that cannot be easily changed once established, offering significant asset protection and estate tax benefits for high-net-worth individuals.
Special Needs Trusts
Designed to provide for loved ones with disabilities without jeopardizing their eligibility for government benefits like Medicaid or SSI.
Charitable Trusts
Allow you to support causes you care about while receiving tax benefits and potentially generating income for yourself or other beneficiaries.
Life Insurance Trusts
Remove life insurance proceeds from your taxable estate while ensuring they're available to pay estate taxes or provide for beneficiaries.
Asset Protection Trusts
Shield assets from potential creditors, lawsuits, or other claims while maintaining some access to trust assets.
Is a Trust Right for You?
Trusts are valuable tools for many families, but they're not one-size-fits-all. During your consultation, we'll discuss your goals and recommend the best approach.
You might benefit from a trust if you:
- Own real estate in multiple states
- Want to avoid probate
- Have minor children or dependents
- Own a business
- Have concerns about privacy
- Want to protect assets from creditors
Request Trust Information
Protect What Matters Most
Schedule a consultation to learn how trusts can benefit your family's unique situation.
Schedule Consultation