TRUST PLANNING

ESTATES, TRUSTS & TAX

Trusts are an amazing tool that can be used in a variety of ways in estate planning. Some examples of uses of trusts include:

  • Asset protection for long-term care/Medicaid planning
  • Probate minimization or probate avoidance
  • Privacy protection
  • Bloodline protection for your heirs and loved ones
  • Protection from spendthrift heirs
  • Special needs trust protection
  • Heir protection against divorce, creditors, lawsuits and bankruptcy
  • Estate tax planning
  • Retirement/Qualified account protection

For more information, please call our firm at 1.800.773.0680 or email us.