Trusts

A revocable living trust offers added planning advantages. Because we act as your trustee, not just an agent, you can arrange to keep your financial affairs orderly in the event of your incapacity. And, your trust can outlive you, continuing to support your dependents without the normal delay for probate and administration. Revocable living trusts create a highly adaptable framework for long-term family security planning.

You can establish a living trust to fit just about any personal requirement. You may enjoy doing your own investment homework now - but will you always be willing and able to make serious financial decisions? With a standby trust, we will stand ready to manage your money when needed. Meanwhile, you retain complete control of your assets and complete freedom to keep handling your own financial affairs.

By leaving all or a portion of your estate in trust, your will add to your family's financial security. When children or other beneficiaries are young or inexperienced, the need for a trust is clear. They are appropriate whenever you want to leave someone the benefits of property without the burdens of its management. But trusts can also reduce federal estate taxes for your surviving spouse or partner. Solid trust planning can lead to significant savings.

Philanthropy and family financial protection are not conflicting objectives. Charitable trusts have long been an important part of estate planning. There are many variations of charitable trusts, each with its own income, gifts, estate and generation-skipping transfer tax consequences. We design an approach tailored to your own particular set of charitable intentions as well as family financial planning objectives.