Assets in a properly funded trust transfer directly to beneficiaries without court involvement.
Unlike probate, which is public, trusts remain private.
Provide financial structure for children, individuals with special needs, or family members who may need guidance.
Shield wealth from creditors, lawsuits, and unnecessary taxes where permitted.
Set conditions for when and how beneficiaries receive assets.
Ensure long-term support for causes you care about.
Provide continuity for family-owned companies.
Flexible trusts that allow you to maintain control of your assets during your lifetime and transfer them efficiently at death.
Designed for long-term asset protection, tax planning, and Medicaid eligibility planning. Once created, these trusts cannot be easily changed.
Protect benefits and quality of life for individuals with disabilities without jeopardizing government assistance.
Strategically shield wealth from lawsuits or creditors under permitted laws.
Provide income to you or loved ones during life while leaving the remainder to a chosen charity.
Created under your will, these trusts activate only upon your passing and can provide structured inheritance for children or dependents
We discuss your financial picture, goals, and family circumstances.
We recommend the trust structure best suited for your needs.
We prepare plain-language documents and explain every term.
We ensure proper signing, notarization, and witness requirements are met.
We assist with transferring titles, deeds, and accounts into the trust so it works as intended.
They can be simple or complex depending on your goals. We guide you through trustee duties and provide ongoing support if needed.
