Transferring assets to a trust can lower tax exposure and leave more money for beneficiaries, while minimizing inheritance delays and protecting privacy.
Defining how your assets are passed on can decrease the potential for family conflict and costly litigation.
Naming a successor in the event of illness, incapacity, or death can prevent unsound decisions, loss of control over your legacy, and stress on your family or business.
Customizing a trust for designated assets lets you maintain support of worthy causes, with potential tax advantages.
Arranging for new bills and expenses to be sent to us ensures prompt review and payment without worry.