Trust Services
Living Trust
When you want to protect your loved ones, We're right here.
A living trust is created to benefit the grantor during his or her lifetime with the remaining assets transferred to beneficiaries upon the grantor's death.
Testamentary Trust
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In a Testamentary Trust, sometimes referred to as a Trust Under Will, the decedent's will instructs the executor of the estate to create a trust and the terms of that trust are included in the will.
Revocable Trust
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Put very simply, a revocable trust can be revoked or amended during the grantor's lifetime.
Irrevocable Trust
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Put very simply, an irrevocable trust cannot be changed or revoked once established.
Charitable Trusts
We're right here to help you make a difference.
Charitable trusts, including Charitable Remainder and Charitable Lead trusts, are created for the benefit of a non-profit organization or charity.
Special Needs Trust
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A special needs trust is a type of trust created for a disabled person, which will not reduce their public assistance benefits.
Spendthrift Trust
Ensure your assets are taken care for.
A spendthrift trust is a trust that protects assets from the beneficiary's creditor claims and puts provisions in place to prevent the beneficiary from squandering the assets of the trust.
Life Insurance Trust
Protect your loved ones starting today.
A life insurance trust is a trust that both owns and is the beneficiary of one or more life insurance policies. When the insured dies, the proceeds are then managed by the trustee for the beneficiaries.
Qualified Personal Residence Trust
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A qualified personal residence trust is a trust in which an individual transfers ownership of their home to a trust, which removes it from their estate.
Generation-Skipping Trust
Protect your loved ones for many generations to come.
Generation-Skipping Trusts are often used to transfer money to grandchildren but can be created for any beneficiary at least two generations junior to the grantor.
Credit Shelter Trust
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A Credit Shelter Trust is funded with an amount up to the estate-tax exemption.
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