Protect Your Legacy with a Trust
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5 steps to protect your assets and your family — including what most people overlook when setting up a trust.
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What is a Trust?
A trust is a legal arrangement where one party (the trustee) holds and manages property for the benefit of another (the beneficiary). The person who creates the trust is called the grantor or settlor.
Unlike a will, which only takes effect after death and must go through probate, a trust can provide immediate benefits and seamless transfer of assets.
Why Everyone Needs a Trust
- Avoid Probate - Save time and money by bypassing the court process
- Privacy - Trusts aren't public record like wills
- Asset Protection - Shield assets from creditors and lawsuits
- Control - Specify exactly how and when assets are distributed
- Minor Children - Provide for children without court involvement
- Incapacity Planning - Manage your affairs if you become unable to
Married Couple Estate Plan
The complete bundled plan for married couples — Joint Revocable Living Trust with automatic A/B Bypass split, separate lifetime trusts for each child, bloodline protection, two coordinated Pour-Over Wills with guardian nominations, plus Durable Financial POAs and Advance Healthcare Directives for both spouses — included FREE.
Our Trust Documents
Simple Living Trust
Perfect for individuals wanting to avoid probate and maintain privacy.
Learn MoreMarried Couple Estate Plan
Complete bundle for married couples — Joint Trust with A/B Bypass split, two Wills, plus FREE Durable POAs and Advance Healthcare Directives for both spouses.
Learn MoreSpecialized Trust Strategies
We also generate documents for advanced estate planning strategies tailored to your specific situation.
SLAT
Spousal Lifetime Access Trust — protects assets from estate tax while your spouse retains access.
ILIT
Irrevocable Life Insurance Trust — removes life insurance proceeds from your taxable estate.
DAPT
Domestic Asset Protection Trust — strongest creditor protection where you are both grantor and beneficiary.
MAPT
Medicaid Asset Protection Trust — protect assets while qualifying for Medicaid long-term care coverage.
SNT
Special Needs Trust — provide for loved ones with disabilities without affecting their government benefits.
GRAT
Grantor Retained Annuity Trust — transfer appreciating assets to heirs with minimal or zero gift tax.
QPRT
Qualified Personal Residence Trust — transfer your home out of your estate at a deeply discounted value.
DST (Section 453)
Deferred Sales Trust — defer capital gains taxes on crypto, real estate, business sales, and more.
Not Sure Which Trust You Need?
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