Estate Planning

At trust is a legally established fiduciary relationship that holds title to assets for the benefit of a named beneficiary.   There are numerous types of trusts to suit a variety of needs possibly including controlling taxes, creating a legacy, controlling your assets from beyond the grave, legally bypassing probate, to name a few.  We work with estate attorneys to help you establish and maintain your estate plan.   We can work with your current attorney or can make a recommendation to you.   The important thing is to begin the conversation.   Click here to contact us to see what your options may be.