Do it Yourself Trust

Trusts

Trusts are one of the most versatile tools in estate planning and wealth transfer. They let you decide how, when, and to whom your wealth will pass while also providing tax, privacy, and asset-protection advantages

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What you need to Know

It all begins with an idea. Watch the videos below to know more about Trust

How it works: You transfer assets into the trust during your lifetime, but retain full control. You can amend or revoke it at any time.

Effective use:

Avoids probate, keeping the estate private and efficient to transfer.
Provides continuity of management if you become incapacitated.
Useful for families with property in multiple states to avoid multiple probates.