Trusts & Estate Planning
Safeguard your current assets and your family’s financial future with a well-defined Estate Plan and Living Trust
What Is Estate Planning?
An estate plan ensures your wishes are met after you pass away, and protects your loved ones if you’re unable to manage your affairs
Family Trust Vs Living Trust
Thinking about leaving assets to your family? A family trust can help.
What is a family trust?
It’s simply a legal agreement that manages your assets for the benefit of your loved ones. There are two main types:
- Testamentary trust: Created through your will, it takes effect only after your passing and goes through probate.
- Living trust: Established during your lifetime, it avoids probate and allows you more control over how assets are distributed.
Which one is right for you?
We’ve partnered with a powerful network of attorneys to help you start estate planning and providing for your love ones
Consult with an attorney to determine the best option based on your specific needs and goals.
