Trusts

There are many types of trusts, and while they are powerful legal tools, they are not necessary for every estate plan.

A common example is a Testamentary Trust, which is created inside your Will and takes effect only after your passing. It allows assets to be distributed to beneficiaries over time rather than all at once—ideal when planning for minor children, young adults, or loved ones who need structured financial support.

In other cases, a Revocable Living Trust may be appropriate. Living trusts are particularly helpful for blended families, clients who own real estate in multiple states, or those looking to maintain privacy and avoid probate (the court-supervised process of settling an estate). A living trust also provides protection during your lifetime by designating someone to manage your assets if you become incapacitated.

We can review your goals together to determine whether a trust meaningfully adds value to your estate plan, or whether a simpler, Will-based approach is the right fit for you.