Trusts

Trusts serve a variety of purposes. They can be part of a Will and funded with assets from your estate or be put into use during your lifetime. If you want to know more about how trusts can be used as part of the foundation for creating your estate plan, I can help to demystify trust agreements and show you how they operate to protect your estate plan. When creating a trust, I will help you navigate the critical decisions necessary such as naming fiduciaries and developing strategies that go beyond property allocation while balancing the pros and cons of different trust arrangements.