Your Plan, Your Way

For your family’s protection

Without a trust in place, your estate will be controlled by the probate process. Probate is a court-managed process, meaning the court—not your family—controls how your estate is distributed. This can lead to your valuables being sold and your children or other beneficiaries may not receive what you want them to.

Unfortunately, probate is also quite costly and can take months or even years for the process to finish. Trusts are vital in ensuring you maintain full control over your property and avoiding any unwanted surprises for your loved ones/ and avoiding any unsuspected taxes

Avoid Probate: Avoid the court-supervised probate process and pass assets directly to your beneficiaries, saving time and expense.

  • Privacy: A trust remains private, unlike a will which becomes public record.

  • Control: You decide exactly how and when your assets are distributed—for example, setting conditions for children to receive an inheritance.

  • Flexibility: Trusts can be tailored to meet your family’s specific needs, whether it’s providing for minor children, protecting assets, or supporting a loved one with special needs.

  • Continuity: A trust ensures your affairs are managed seamlessly if you become incapacitated, without the need for a court-appointed guardian or conservator.

  • Protection: Certain types of trusts can help safeguard assets from creditors, lawsuits, or even beneficiaries’ poor financial decisions.

Special Needs Trust

Special Needs Trust (SNT) is a planning tool designed to provide for a loved one with a disability without jeopardizing their eligibility for important government benefits such as Supplemental Security Income (SSI) or Medicaid.

Instead of leaving assets directly to the individual, which could disqualify them from assistance, a Special Needs Trust holds those assets and is managed by a trustee for the beneficiary’s benefit. The trust can cover a wide range of expenses—such as education, therapy, medical care not covered by insurance, transportation, and personal needs—enhancing the beneficiary’s quality of life while still protecting their access to essential benefits.

Revocable Living Trust

A Revocable Living Trust allows you to place your assets—such as your home, bank accounts, and investments—into a trust during your lifetime while still maintaining full control. As the name suggests, it is revocable, meaning you can change, amend, or revoke it at any time as your circumstances or wishes change. Upon your passing, the trust provides clear instructions for distributing your assets, helping your loved ones avoid unnecessary legal complications.

  • Yes! Revocable Trusts, Special Needs Trusts and Pet Trusts can all be arranged so that the creator of the trust controls and manages the assets during their lifetime.

  • Trusts aren’t just for the ultra-wealthy—they’re an essential and common tool that keeps you in control, protects what you’ve built, and ensures your loved ones are cared for without the delays, costs, and stress of probate.

  • A trustee should be someone you trust completely to responsibly manage your assets and carry out your specific wishes as expressed in your Revocable Trust.

  • A will is a great component of estate planning. Unfortunately, a will must go through probate court, which can be time-consuming (months to years) and expensive. Trusts can help you avoid these drawbacks.

Have more questions? We’d love to answer them and find the best plan to protect you and your family’s future.

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