Financial Protection

How does a trust protect my family's finances if something happens to me?

A trust creates a legal structure that holds your assets and distributes them according to your instructions, even if you become incapacitated or pass away. Unlike assets that go through probate, trust assets can be distributed immediately to beneficiaries, avoiding court delays and maintaining privacy. Trusts also provide protection from creditors in many situations and can help minimize estate taxes for larger estates above $15,000,000. The trustee you choose manages the assets and follows your specific instructions for when and how beneficiaries receive distributions.