Trust Planning

Trust planning can be an important element of your estate plan under the right circumstances and with careful thought about your needs and wishes.  We can work with you to combine a trust with a will or create one to act independently.  Not everyone needs a trust, but we’ll work to determine if a trust is the right tool for you and how to personalize the trust for your needs if necessary.

Trust Planning

When created correctly, a trust can protect your beneficiaries by providing guidance for asset use, shield assets from creditors, and even reduce your estate’s income taxes, all depending on your needs and circumstances.