A trust is a tool where the person setting up the trust (the Settlor) will place the legal title to certain assets he owns in the trust, like their home or a life insurance policy.
The trust will hold these assets for the benefit of one or more beneficiaries that the Settlor chooses. The assets in the trust are managed by a Trustee according to the instructions the Settlor gives the Trustee when the trust is set up. A trust can be either revocable or irrevocable during the Settlor’s lifetime. A trust created during the Settlor's lifetime avoids the probate process.
Our service is distinguished by our belief that meeting in your home or business is most beneficial. Being in your familiar environment allows you to more comfortably discuss your goals for the trust and the specifics of your relationship with each of your beneficiaries.
Why you might need a trust even though you don’t think you have enough money for one.
Do you own your own home?
Do you have life insurance at work?
Could you imagine a child or loved one having a special need now or in the future?
Do you have a blended family and kids from the 1st marriage too?
