Plan Now

Looking for a way to ensure that your assets and loved ones are cared for after you’re gone? Secure their future with a trust. Not only do trusts protect your assets and legacy, but they can also ensure that your assets are distributed in the ways that you desire to protect what matters most to you, your loved ones.

Protect your legacy

While trusts are most known as an estate planning tool, they are also an effective way to protect your legacy, both personal and financial. You can be confident that your loved ones will be cared for by instituting certain conditions into your trust, like dictating how assets will be used or distributed after your passing. For instance, certain trusts can protect your assets from creditors and lawsuits, so that they remain in the trust’s possession until you designate the assets are ready to be distributed to your beneficiaries.

You can also set conditions in place within your trust that will make sure that your assets are distributed and used as you intended. Whether that’s providing a loved one with a permanent residence, caring for a disabled relative or investing your funds; there are many ways a trust can be used to care for your loved ones even after you’re gone.

We are here to guide you

Protecting what matters to you, matters to us. Schedule a consultation with one of our Wealth Consultants to learn more about how you can use a trust to protect what matters most.