A Comprehensive Estate Plan has a Revocable Living Trust at its core. A trust allows you to maintain control over your assets during your life and pass them on exactly as you wish. A Trust can save your family thousands in probate costs and fees, protect your beneficiaries, and in some situations help maximize tax savings.

Privacy

Privacy for you and your family is important. Most people do not know that a simple Last Will and Testament leaves you exposed. Every asset becomes public record. This complete loss of privacy often attracts unwanted attention from outsiders when families are already dealing with the loss of a loved one. With a funded Trust, you not only keep control, you keep everything private.