Trusts
Services/ Trusts
A revocable living trust is the cornerstone of a comprehensive estate plan, offering benefits that wills simply cannot provide.
How Trusts Work:
You create the Trust (as grantor), manage it during your lifetime (as trustee), and benefit from it (as beneficiary). Upon your passing or incapacity, your
named successor trustee steps in seamlessly.
Key Benefits:
● Avoid Probate – Assets pass directly to beneficiaries without court involvement
● Maintain Privacy – Unlike wills, trusts don’t become public record
● Incapacity Protection – Your successor trustee manages affairs if you become unable
● Flexibility – Modify or revoke the trust during your lif
Who Needs a Trust:
● Anyone who owns real estate (especially multiple properties)
● Those who value privacy
● Individuals wanting to avoid probate delays and costs
● Anyone concerned about incapacity planning