Living Trust

Now and future management for family funds

The living trust offers you a number of benefits for both the present and the future. Let us give you flexibility in managing your assets whether it be paying your bills, depositing income to your personal checking account, keeping your tax records, paying your employees, or other work-saving services.

• Freedom from financial chores. As a Living Trust client, you can free yourself to travel, spend time with your family and friends, or pursue any other interests by arranging to have your household bills paid from your trust. If you wish, we’ll see to the preparation of your annual tax returns and pay your quarterly estimated taxes from your trust as well.
• More effective planning. Having control is only half the story; using that control effectively is the other half. As a trust client, you have informed, responsive financial planners on your side. Whether you are developing an interest in philanthropy or looking to help fund a college education for your grandchildren, we can help you and your advisors select the methods that make the most sense.
• In case of incapacity. No one can escape the risk of an incapacitating illness or injury. When that occurs, others must necessarily take control of your finances. A living trust can allow the trustee to act on your behalf. The trust agreement can spell out the ground rules, how you want things handled. Without a trust, it’s the Probate Court that decides who takes over in the event of incapacity. And then the ground rules are set forth in the law.