Set up a trust to manage and protect your assets for the future.
We assist in forming revocable or irrevocable trusts that safeguard your assets, provide privacy, and ensure smooth estate management.
Common Questions, Clear Answers
A revocable trust (living trust) can be changed or cancelled by the grantor anytime during their lifetime, offering flexibility but limited asset protection. An irrevocable trust cannot be easily changed once established, providing stronger asset protection and potential tax benefits, but less flexibility. We'll help you choose based on your goals.
With a revocable living trust, you maintain complete control as the trustee during your lifetime. You can buy, sell, or manage trust assets freely. With an irrevocable trust, you transfer control to the trustee, which provides asset protection benefits. The level of control depends on the trust type and how it's structured.
Yes! Assets held in a properly funded trust avoid probate, saving time and money for your beneficiaries. Unlike a will, which goes through public probate court, a trust allows private transfer of assets according to your wishes. This is one of the main reasons people establish trusts.
Trust formation costs vary based on complexity. Simple revocable living trusts are less expensive than complex irrevocable trusts with special provisions. Our service includes document preparation, guidance on funding the trust, and instructions for ongoing management. We'll provide a quote based on your specific needs.
