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Trust

Protect Your Legacy: Secure your family's future with a trust.

"Make a lasting impact with your estate plan"

Build Your Trust-Based Estate Plan

"Experience the ultimate peace of mind with our Trust-Based Estate Plan - the most comprehensive way to safeguard your assets and loved ones. Avoid the hassle of probate court and ensure a seamless transfer of assets to your beneficiaries."

Our customized and state-specific estate planning documents cover everything you need:

  • Nominate guardians for your children

  • List and manage your assets

  • Outline medical emergency procedures

Rest easy knowing your affairs are in order, with:

  • Revocable Living Trust

  • Schedule of Assets

  • Last Will & Testament (Pour Over Will)

  • HIPAA Authorization

  • Living Will

  • Power of Attorney

  • Certification of Trust

Enjoy the benefits of our Trust-Based Estate Plan:

  • Control who handles your affairs

  • Leave specific gifts

  • Determine asset distribution

  • Exclude individuals from receiving property

  • Specify final arrangements

  • Note special requests

  • Designate healthcare agents

  • Grant access to medical records

  • Add conditions to asset distributions

  • Avoid probate court

Your personal support team is always ready to help

Have questions about your plan? Get expert answers, not guesses or Google searches! Our dedicated team is available to assist you, even outside office hours. We guarantee a prompt response, ensuring a seamless and stress-free experience. Your peace of mind is our priority

Frequently Asked Questions

Q: What is a real estate Trust, and how does it work?

A real estate Trust is a legal entity that holds ownership of your properties, managing and distributing them according to your wishes. It works by transferring your properties to the Trust, which then manages and distributes them according to your instructions.

Q: How does a Trust protect my assets and privacy?

A Trust keeps your properties and assets private, shielding them from public records and maintaining confidentiality. It also protects your assets from creditors, lawsuits, and other potential threats.

Q: How does a Trust protect my assets and privacy?

A Trust keeps your properties and assets private, shielding them from public records and maintaining confidentiality. It also protects your assets from creditors, lawsuits, and other potential threats.

Q: What are the benefits of having a Trust for rental properties?

A Trust can help manage rental properties, collect rent, and distribute profits to beneficiaries, all while maintaining control and privacy.

Q: Why do I need a Trust for my real estate properties?

A Trust provides privacy, protection, and control over your properties, avoiding probate, reducing taxes, and ensuring smooth transfer to beneficiaries.

Q: Can I avoid probate with a real estate Trust?

Yes, a Trust allows you to avoid probate, ensuring a seamless transfer of properties to your beneficiaries without the need for court intervention.

Q: How do I transfer property to a Trust?

You can transfer property to a Trust by deed, title, or other legal documents, depending on your location and property type

Q: How does a Trust affect my property taxes and insurance?

A Trust may impact property taxes and insurance, so it's essential to consult with a professional to understand the specific implications for your situation.

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