Are you planning for the future? Having written documentation for what is to happen at the time of your death will help your family and friends navigate through a hard time without worrying about your wishes. We can help you distribute assets and personal belongings as well as handle the financial issues that may remain after your loved one has passed. Anything you might need when preparing a will, we can take care of.
Similar to a will, a trust allows you to take care of family and friends at the time of your death. In fact, a will can have trust provisions in it. If you would like to give money to children or grandchildren, a trust enables the trustee (the person with access to your will) to withhold money on behalf of the recipient.