Services: Trusts

Trusts are a valuable tool for anyone with assets they would like to pass to another individual. They are also an excellent way to avoid probate and to minimize or eliminate estate (death) taxes.

The goal of a trust is to protect what you have earned and maximize your assets for your beneficiaries or your own future, so it important you eliminate any financial risks or additional costs. Proper planning can limit transfer taxes and financial loss.

There are different types of trusts, and they can be a good choice for a variety of reason besides a simple investment management strategy. Trusts can be used to:

  • Protect you from creditors, including divorcing spouses
  • Shield beneficiaries from their own financial shortcomings
  • Prevent one generation from taking advantage of another
  • Preserve an estate for children of prior marriages
  • Protect funds from wealth transfer taxes

We will help you choose the trust that is right for your situation, and make sure it is properly set up. We can also review your trust periodically to ensure that it continues to meet your needs.

Contact us to find out more about our trust planning services.

For Individuals

For Business

General Services

Real Estate


Advisory Services

Financial Services

Risk Management