Protecting Your Assets and Passing Them onto the Next Generation

Many people who are drafting their estate plans overlook the benefits of a trust. Essentially, a trust creates a location where assets and pieces of property may be legally placed. After the original trustee passes away, a successor trustee distributes the trust’s contents to the beneficiaries named in the document. 

A trust has a few things in common with a will, but it can also allow you or your family to avoid probate court and estate taxes (if your estate is valued over a certain amount). In addition to protecting your assets, you can also create trusts for your life insurance policies, real property, and charitable contributions. 

We look forward to speaking with you soon to figure out the type of trust that will accomplish your estate-planning goals. Call us at 305-285-0285 to discuss your options with our team.