A wide variety of estate planning goals can be accomplished through a well-crafted trust. For those who have minor children or other dependants, including a testamentary trust as part of a Will is a way to set funds aside for care and maintenance should you not be around. Trusts can also be used to minimize estate taxes, manage real property, plan for medicaid, build generational wealth, and bypass ancillary probates. The list goes on.
Upon request, we also assist clients with finding trust management companies that are suitable for the needs of the trust and its beneficiaries. However, a professional trustee is not always needed.
Set up your estate planning consultation today to get more information on what a Trust can accomplish for you.