PLANNING WITH
TRUSTS
Trusts are increasingly common in today’s estate planning world. Living Trusts are trusts created while you are living and funded during your lifetime; Testamentary Trusts are trusts that are created by your Will after your death and may be funded in a variety of ways. Whether a trust is a Living Trust or a Testamentary Trust, it can fulfill a variety of purposes including: estate tax reduction, asset management, asset protection for inheriting individuals, providing for second spouses while preserving assets for the children of the first marriage, providing for individuals with special needs (and enabling them to have supplemental funds to add to their lives, without reducing government benefits), probate avoidance, reduction of administration costs of estates, generational purposes, and a variety of specific other purposes.
Trusts offer many advantages over outright ownership by your heirs, and we would be honored to explore these advantages and your particular needs with you.
REQUEST WILLS & TRUSTS
TRUSTS
Trusts are increasingly common in today’s estate planning world. Living Trusts are trusts created while you are living and funded during your lifetime; Testamentary Trusts are trusts that are created by your Will after your death and may be funded in a variety of ways. Whether a trust is a Living Trust or a Testamentary Trust, it can fulfill a variety of purposes including: estate tax reduction, asset management, asset protection for inheriting individuals, providing for second spouses while preserving assets for the children of the first marriage, providing for individuals with special needs (and enabling them to have supplemental funds to add to their lives, without reducing government benefits), probate avoidance, reduction of administration costs of estates, generational purposes, and a variety of specific other purposes.
Trusts offer many advantages over outright ownership by your heirs, and we would be honored to explore these advantages and your particular needs with you.
REQUEST WILLS & TRUSTS