Trusts

A Smarter Way to Protect What You’ve Built

Trusts Aren’t Just for the Wealthy—They’re for the Prepared

Whether you're protecting assets, planning for privacy, or supporting loved ones with special needs, trusts give you more control over how your legacy is managed. We help you understand the benefits and build the right kind of trust for your situation—structured to reflect your values and ready to adapt with your life.


We walk clients through every step of setting up, managing, and adjusting trusts. That includes explaining legal terms in plain language, avoiding probate complications, and ensuring your wishes are clearly documented. Our job isn’t just to write the documents—it’s to make sure they work exactly how you need them to.

Trust-Based Planning We Provide

Revocable Living Trusts

A revocable trust helps you manage assets during life and transfer them smoothly after death—without probate. You stay in control and can update it anytime.

Irrevocable Trusts

For asset protection and tax planning, irrevocable trusts offer long-term security. We help you weigh control vs. protection and build a plan that balances both.

Testamentary Trusts

Set up through your will, these trusts activate after death—ideal for providing for minor children or loved ones needing structured support over time.

Special Needs Trusts

We create trusts that protect eligibility for government benefits while providing supplemental care for loved ones with disabilities—tailored to long-term needs.

Charitable Trusts

Combine giving with strategy. Charitable trusts support the causes you care about while offering tax advantages and flexible terms for estate planning.

Trust Administration Support

Serving as a trustee can be complex. We help trustees understand their duties, avoid liability, and carry out the terms of a trust with confidence and compliance.

Understanding How Trusts Work

Here’s what you need to know about using trusts to protect assets, support loved ones & simplify estate planning.

  • What’s the main benefit of a trust over a will?

    Trusts help avoid probate, offer privacy, and can manage assets during your lifetime. They give you more control and flexibility over how assets are handled and passed down.

  • Can I change or cancel my trust later?

    If it’s a revocable trust—yes. You can update, amend, or cancel it anytime. Irrevocable trusts are more restrictive but offer more protection.

  • Do I still need a will if I have a trust?

    Yes. A “pour-over” will ensures any assets not in your trust are still handled according to your plan. A will also names guardians for minor children.

  • What happens if I become incapacitated?

    A trust can include terms for successor trustees to step in and manage your affairs—avoiding court-appointed guardianships or conservatorships.

  • How long does it take to set up a trust?

    Most trusts can be drafted and finalized in a few weeks. The timeline depends on complexity and how quickly we gather needed info.

A Trust Is More Than a Document—It’s a Decision

Let’s Create a Plan That Protects What You Value

Whether you’re starting fresh or revisiting your estate strategy, we’ll help you understand your options and build a trust that fits your goals—clearly, securely & with lasting impact.