What a Trust Is and Why It Matters

A trust is a legal arrangement that lets you set aside assets—like money, property, or investments—for someone else’s benefit. Instead of going through the public court process (known as probate), a trust allows those assets to be managed and passed on privately and according to your instructions.

Why Choose a Trust?

A trust offers advantages that go beyond a simple will:

• Allows for greater control over how and when assets are distributed
• Can reduce or eliminate estate taxes
• Avoids probate, saving time and legal fees
• Offers privacy, unlike a public will
• Provides ongoing management in case of incapacity

Types of Trusts I Handle

• Revocable Living Trusts – flexible, changeable, and ideal for most estate plans
• Irrevocable Trusts – for asset protection and tax benefits
• Special Needs Trusts – care and support without risking government benefits
• Charitable Trusts – giving back in a structured, tax-efficient way

My Role as Your Attorney

I provide clear, personalized guidance to help you decide what kind of trust is best for your circumstances. I take care of the paperwork, ensure the trust is legally sound, and advise on how to fund it properly so it works as intended.