Trusts

Trusts can take effect immediately (Revocable Living Trust) or under your Will after your death (Testamentary Trust) and can be used for many purposes, including:

•             Segregation of separate property

•             Protection of disabled individuals

•             Preservation of assets for children

•             Establishment of tax-saving benefits

•             Avoidance of probate

•             Appointment of trustee to manage assets

I can guide you in making decisions about whether a trust may be appropriate for you, as well as guide you through the process of setting up and funding a trust.