Download our Brochure: Living Trusts

A Trust is an agreement between you (the Grantor) and the Trustee...often yourself.

The trust determines how assets will be managed and distributed, and can be Revocable or Irrevocable.

A Living Trust can provide benefits to meet asset protection and management purposes:
• Lifetime asset management if incapacitated.
• Some trusts can protect assets from long-term care costs
• Avoiding probate & family squabbles