Trusts
Trusts are powerful estate planning tools that allow you to manage and protect your assets during your lifetime and control how they are distributed after death.
A trust is a legal arrangement where one party (the “trustee”) holds and manages property for the benefit of another (the “beneficiary”). Trusts can serve many purposes, including avoiding probate, protecting assets, and ensuring financial security for future generations.
Trusts are not just for the wealthy, they are for anyone who wants to provide for loved ones, avoid unnecessary legal hurdles, and ensure their wishes are honored. We tailor a trust to your specific needs safeguarding wealth, and provide for loved ones. Our trust administration services ensure your assets are professionally managed according to your terms and conditions, ultimately reducing family conflicts and stress.
Trust Administration
We provide professional trust services to ensure fiduciary duties are executed by managing trust assets, notifying beneficiaries and creditors, working with accountants to prepare and filing tax returns, and distributing assets according to the trust's terms.
