How We Can Help
In addition to standard living and irrevocable trusts, a variety of life’s milestones can benefit from our experience, and specialized trusts offer ways to address other family, life or estate planning situations. We have administrators of deep experience who will listen with care to your situation and work in concert with your attorney or accountant.
Blended Families – providing for both a spouse in a second marriage and children from a first marriage is a common, yet potentially complicated, family financial issue.
Family Businesses – the transfer or inheritance of a family business can present complex issues of valuation, taxation, succession, and managing varied family members’ interests.
Special Needs Trusts – designed for beneficiaries with disabilities, either physically or mentally challenged, and constructed so the beneficiary can use property held in the trust for his or her benefit, while at the same time remaining eligible for essential needs-based government benefits.
Family Protection – ensuring assets survive challenges such as divorce, a family member’s addiction or mental health struggles, or simply children inheriting money before they possess the necessary financial maturity or experience, are all situations that can be addressed by family protection trusts.
Retirement – this exciting time of life can benefit from attention to social security timing, IRA rollovers, asset allocation adjustments, tax planning and potential estate planning needs.
Inheritance – thoughtful and timely assistance can ensure taxes, investments and potential legacies for future generations are ideally addressed.
Charitable Giving – a variety of trust types are available to bestow assets to organizations or causes you care about, while realizing tax savings and providing for family members as well.