Trust funds aren’t just for the wealthy. They can provide for your loved ones and keep your money safe while doing things like paying for college, providing for disabled family members and protecting assets from creditors, lawsuits and divorce.
Together, we’ll ensure your assets are protected-- and your legacy is fulfilled.
Our experienced team will work with you and your attorney to customize a trust that’s in line with your vision for the future. From there, we’ll administer and invest your assets in the best interests of your beneficiaries. We’ll even disburse checks and property according to trust terms, file taxes and manage insurance policies.
Whether you’ve been successful in business and want to put money aside for your children, need help managing the estate of a deceased loved one or received a settlement, we can help.
Place your assets into a trust for your benefit during your lifetime. After that, they’ll be transferred to your beneficiaries. Living trusts are often revocable, which means you can change them at any time.
Irrevocable trusts can’t be changed after the agreement is signed. Many living, or revocable, trusts become irrevocable after the person who initiated the trust dies.