Trust & Estate Services

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Your money, your family, your vision – our focus for Trust & Estate planning 

You've worked hard for your money. As time moves on, you want to put it to the best use possible. With a trust, you can provide for future generations, support a loved one with special needs or channel funds toward a favorite charity or worthy cause.

Planning for the future

Trusts can accomplish many things as part of your overall estate plan:

  • Provide control over how assets are distributed after your death
  • Plan for possible incapacity of you or your spouse
  • Have a plan in place in case you should die with a minor or special needs child surviving you
  • Design a plan for your specific purposes and goals, choosing from many types of trusts

Work with a knowledgeable estate planning attorney to create the trust that meets your family’s needs and then rest easy knowing we will manage all the details on your behalf into the future.

How we can help

There are multiple ways we can assist you and your family. It starts with us taking time to understand your goals and what you wish to accomplish.

We can serve as agent for your investments while you maintain trustee control. We would like to get to know your beneficiaries, as well, because a strong relationship provides continuity and peace of mind for all involved.

Then, as your named successor trustee, we carry out your wishes on your behalf when you are no longer able, following the terms of your trust exactly as you defined them.

Frequently Asked Questions

Estate planning is a way to decide what happens to your money and belongings (assets) when you die or if you can’t make decisions anymore.

Your assets include things like your car, house, bank accounts and investment accounts. Debt you owe, such as a mortgage or an auto loan, is also part of your estate.

Making a plan puts you in charge of what happens to your estate and if you have children who are minors, who will take care of them if something happens to you.

Your estate plan depends on what is needed to meet your wishes. An estate plan typically includes things like:

  • A will
  • Powers of attorney, medical and financial
  • Advance healthcare directives
  • Beneficiary designations on accounts
  • Potentially a trust

Your team will vary based on your wishes and the complexity of your estate. A well-laid plan may include the following:

  • Estate planning attorney
  • Financial advisor
  • Accountant or tax advisor
  • Insurance professional
  • Executor for your will or a trustee

A trust holds your estate’s assets and names a trustee to distribute them according to the plan. Trusts are commonly used to direct how assets are handled after you die or if you can no longer make decisions. Trusts can be used for other reasons, such as managing assets for dependents, protecting assets from certain legal or financial risks, and for tax planning purposes.

You will name a successor trustee to manage the assets according to the rules in the trust when the time comes. Your trustee may be:

  • A family member or friend
  • A professional, such as an accountant or attorney
  • A corporate trustee, such as a bank

Trusts are not just for the ultra-wealthy. While they are a tool to help protect wealth, there are many other reasons a person may choose a trust.

  • Trusts usually avoid probate court, which can speed up access to assets and maintain more privacy.
  • Trusts help ensure assets are well-managed for minor children or beneficiaries with special needs.
  • There can be more options for how distributions are made to beneficiaries.
  • Trusts may reduce the amount paid in taxes by the estate. Please consult with a tax or legal professional for guidance on tax implications related to estates and trusts.
We'll help you leave a lasting legacy
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