An estate plan is a series of documents that address the management and disposition of your property during life and upon death. An estate plan allows you to determine who [...]
YES! If you have children, life insurance, or care about what may happen to your assets upon your death, estate planning is imperative. Trust customizes each of our plans to [...]
Without an estate plan, state statutes determine how your property will be distributed upon your death and court proceedings determine who will be named the guardian of any minor children. [...]
Typical estate plans include a will, a revocable trust, a power of attorney for property and a power of attorney for health care. In some cases, a simple will, without [...]
A power of attorney for property allows you to name an agent to make financial decisions on your behalf if you are unable to do so. A power of attorney [...]
Full-service estate planning can involve tax and financial planning. In fact, many clients have estate planning work done for the sole purpose of tax planning as part of their overall [...]
No, all parents need an estate plan. Trust is ideal for new families who need an estate plan, but who are not looking for comprehensive tax and financial planning.
One of Trust’s goals is to make estate planning more affordable than traditional law firms. Trust charges a flat fee for each custom estate plan so you don’t need to [...]