Protecting Your Wealth, Enriching Your Life

Establish a Trust: Asset Protection, Tax Savings, and Peace of Mind

Imagine a future where your family's well-being is secure, your assets are shielded from unwanted claims, and your values are passed down to future generations. Our expert trust creation services help you craft a lasting legacy, free from uncertainty and worry

  • Protect Your Family's Future

  • Preserve Your Legacy

  • Gain Peace of Mind

Contact nowSee more

Explore Our Trust Options

We offer a range of trust options designed to help individuals and families achieve their unique goals. Browse our selection below to learn more about each type of trust and how it can benefit you.

1. Revocable Living Trust

A flexible and adaptable trust that allows you to maintain control of your assets while avoiding probate and minimizing estate taxes.

2. Irrevocable Life Insurance Trust (ILIT)

A trust that helps reduce estate taxes by removing life insurance proceeds from your taxable estate, while providing a tax-free inheritance for your beneficiaries.

3. Special Needs Trust (SNT)

A trust designed to provide financial support for individuals with special needs, while preserving their eligibility for government benefits.

4. Charitable Remainder Trust (CRT)

A trust that allows you to donate to your favorite charity while also providing a tax deduction and income stream for you and your beneficiaries.

5. Generation-Skipping Trust (GST)

A trust that helps minimize estate taxes by skipping a generation and passing assets directly to grandchildren or other beneficiaries.

6. Qualified Personal Residence Trust (QPRT)

A trust that allows you to transfer ownership of your primary residence to your beneficiaries while reducing gift taxes and preserving your lifetime exemption.

7. Grantor Retained Annuity Trust (GRAT)

A trust that enables you to transfer assets to beneficiaries while minimizing gift taxes and retaining an income stream for a set period.

8. Irrevocable Trust for Medicaid Planning

A trust designed to help individuals qualify for Medicaid benefits while protecting their assets from creditors and nursing home costs.

9. Marital Trust

A trust that provides tax benefits and asset protection for married couples, allowing them to pass assets to each other and then to their beneficiaries.

10. Testamentary Trust

A trust created through a will, which allows you to manage and distribute assets to beneficiaries after your passing, while minimizing taxes and ensuring your wishes are carried out.

11. Spendthrift Trust

A trust that protects assets from creditors and lawsuits, ensuring that your beneficiaries’ inheritances are safe from financial threats.

12. Business Trust

A trust designed to help business owners transfer ownership, minimize taxes, and ensure the continued success of their business.