About Wills & Trusts

Wills and trusts are a vital component of financial planning.  The benefits of wills and trusts are an important part of our client services program.  The benefits of trusts can extend to spouses, children, grandchildren and charitable organizations.  We work closely with our clients and their attorneys and tax planners to make sure that estate plans are implemented, funded and current..

Living Trusts . 

Living Trusts have become a very popular way to manage assets while the trust maker is alive and to facilitate the disposition and transfer of the estate at death.  it is designed to address any future eventualities and it can live on, if necessary, after the death of a trust maker. 

Testamentary Trusts

A testamentary trust, is created under a will at the time of death.  This type of trust can be effective in providing for beneficiaries, funding major expenses of beneficiaries or to divide an estate into separate trusts to minimize taxes. 

.For more details on estate planning see our Resources tab.