BUILD AND PROTECT YOUR LEGACY
Set up trusts, use insurance policies for funding, establish wills, and plan retirement to protect your assets and ensure your wishes are honored.
Plan Your Future Wisely
ESTABLISH A REVOCABLE TRUST
Create a revocable trust to control and protect assets during your lifetime with the flexibility to modify or revoke as needed, ensuring direct distribution to beneficiaries without probate.
Flexibility
Modify or revoke the trust anytime, adjusting to changes in personal, legal, or tax situations, ensuring it meets the grantor’s evolving needs.
AVOID PROBATE
Assets in a revocable trust bypass lengthy, costly probate, allowing quicker, less expensive distribution to beneficiaries and simplifying estate settlement.
PRIVACY
Maintain privacy of assets and beneficiary information, offering protection from solicitation, preserving confidentiality, and diminishing estate dispute risks, providing reassurance to the grantor and beneficiaries.
Starting the process
How It Works
A revocable trust offers flexibility, privacy, and streamlined asset transfer, ensuring your legacy is protected and your loved ones are cared for.
Evaluate Assets
Identify which assets (real estate, investments, etc.) to be placed into the trust.
Select a Trustee
Decide on a primary trustee (often yourself) and the successor(s) for after your passing.
Fund the Trust
Transfer asset ownership into the trust by changing titles and deeds.
Lifetime Management
Manage, modify, or revoke your trust anytime, with full control over your assets and beneficiaries.
Establish a Revocable Trust
Draft and Formalize the Trust
Legal assistance to create the document specifying operation, beneficiaries, and distribution plans. Sign and notarize the trust document in compliance with state laws.
Securing Your Wealth
FUND YOUR TRUST WITH LIFE INSURANCE
Quickly transferring wealth into your trust with term and permanent life insurance policies is a strategic way to protect your family’s future and safeguard your assets.
ASSET PROTECTION
Our Irrevocable Life Insurance Trust shields your benefits from creditors, ensuring that your assets remain secure for your intended beneficiaries.
Estate Tax Efficiency
Proceeds placed in an ILIT are not subject to estate taxes, your beneficiaries receive the full amount tax-free.
Prepare for the Unexpected
LIVING WILLS TO HONOR YOUR WISHES
A living will ensure your healthcare wishes are honored, guiding treatment and easing loved ones’ decision-making, preserving autonomy and peace of mind.
Peace of Mind
Legally documents your healthcare decisions, alleviating concerns over future treatment and care.
Compassionate Support
Offers a legally-backed directive to family and caregivers, lessening emotional burdens during healthcare crises.
Regular Updates
Permits lawful adjustments to your living will, reflecting new health circumstances or changing wishes.
Legal Compliance
Ensures healthcare providers follow your stipulated preferences, as it’s a binding legal document under state laws.
Plan for Tomorrow, Today
SMART RETIREMENT PLANNING
Secure your future with expert retirement and estate planning, anchoring financial security and lifestyle goals.
PERSONALIZED RETIREMENT PLAN
Diverse retirement planning options—401Ks, annuities, and portfolio management strategies, fully customized to ensure steady growth that outpaces inflation.
SUSTAINABLE INVESTMENT OPTIONS
Integrate ethical and sustainable investments into your portfolio, designed for resilience and steady returns to hedge against inflation.
Begin Your Estate Planning Journey
Schedule a consultation to discuss your estate planning needs.
