Trusts

Types of Trusts Available Pre & Post Death

Trusts allow you to easily manage your estate, property, and money during your lifetime and after your passing. This lets you feel confident, enabling you to maintain your Trust actively, and it puts the rules in place when you pass away. There are multiple Trusts available to select from, including:

• • Charitable Trusts
  • Credit Shelter Trusts
  • Dynasty Trusts
  • Family Protection Trusts
  • Irrevocable Trusts
  • Irrevocable Burial Trusts
  • Life Insurance Trusts
  • Living Trusts
  • Revocable Trusts
  • Special Needs Trusts
  • Spendthrift Trusts
  • Testamentary Trusts

Family Protection Trusts for Your Children and Grandchildren

If you have assets and property that you want to pass onto your children or grandchildren, Family Protection Trusts are a great option. Family Protection Trusts allow you to gift assets or evenly divide your estate for your children while setting the parameters. 

Your Trustee will manage and maintain your Trust for minors and potentially for your adult children. It will allow them to determine how to use the assets.

Added Benefits for Family Protection Trusts

Family Protection Trusts protect the beneficiary’s assets through different life events for your children and grandchildren.

Divorce

A Trust can also be in place should a divorce occur with your loved ones.

Lawsuits

If the beneficiary ever has a lawsuit against them (or they are sued), the Family Protection Trusts include high-level protection for the assets to be taken if a monetary judgment is entered against them. In comparison, inherited assets, such as a Will, are “fair game” and could be taken away from the beneficiary.

Avoid Estate Taxes

Family Protection Trusts will then not be a part of the estate at your passing, saving your loved ones the payment of Inheritance Tax.