Loading...
Loading...
Trusts are powerful legal tools that allow a third party (trustee) to hold assets on behalf of a beneficiary. They provide control over when and how your assets are distributed, often avoiding probate fees and providing creditor protection.
Assets in a living trust generally bypass the probate process, saving time and fees.
Set rules for when heirs receive money (e.g., at age 25, or for education only).
Unlike a Will which becomes public record, trust agreements typically remain private.
Elements we address in this part of your estate plan.
Alter-ego and Joint Partner trusts for seniors (65+)
Discretionary family trusts for income splitting
Henson trusts to protect government benefits for disabled heirs
Professional trustee services available