Estate Planning

Trusts

Protect your assets, maintain privacy, and spare your family the cost and delay of probate. A trust gives you control over how your legacy is managed and distributed.

Free Trust Consultation

Why a Trust?

Assets transfer to beneficiaries without going through probate

Keeps your financial affairs private — trusts are not public record

Provides continuity of management if you become incapacitated

Can reduce or eliminate estate taxes for larger estates

Allows you to set conditions on how and when beneficiaries receive assets

Protects beneficiaries from creditors, divorce, or poor financial decisions

Types of Trusts We Create

Revocable Living Trust

The most common trust. You retain full control during your lifetime and can modify or revoke it at any time. Assets transfer to beneficiaries without probate.

Irrevocable Trust

Assets are permanently transferred out of your estate, providing protection from creditors and potential estate tax benefits. Used for asset protection and special needs planning.

Special Needs Trust

Provides for a loved one with disabilities without jeopardizing their eligibility for government benefits like Medicaid and SSI.

Keep Your Affairs Private

Unlike a will, which becomes public record during probate, a trust keeps your financial affairs, beneficiaries, and asset distribution completely private. Your family's business stays your family's business.

Trust FAQs

What's the difference between a will and a trust?

A will takes effect after your death and must go through probate. A trust takes effect immediately upon creation, avoids probate, and can manage your assets during your lifetime and after. A trust also keeps your affairs private, while a will becomes public record.

Do I still need a will if I have a trust?

Yes. A 'pour-over will' works alongside your trust to transfer any assets not already in the trust into it upon your death. It also names guardians for minor children, which a trust cannot do.

How much does a trust cost?

Trusts cost more to establish than a will, but they often save your family significantly more by avoiding probate costs, which can be 3–7% of your estate. We'll discuss all fees upfront at your consultation.

Is my trust valid if I move to another state?

Generally yes, but it's wise to have your trust reviewed after a move to ensure it complies with your new state's laws and takes advantage of any beneficial provisions.

Protect Your Legacy Today

Schedule a free consultation to discuss whether a trust is right for your family — with no obligation.

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