Wills & Trusts

Wills

A will is a legally binding document that outlines the distribution of your assets and the management of your estate upon your passing. Our team specializes in providing exceptional will drafting services, ensuring your final wishes are clearly articulated and executed effectively.

Spousal Trusts

legal arrangement created to provide financial support to a surviving spouse, with assets managed by a trustee and distributed according to the grantor's wishes, often ensuring that the remaining assets pass to other beneficiaries, such as children, upon the spouse's death.

Inter Vivo and Testamentary Trusts

An alter ego trust is a type of inter vivos trust created by individuals aged 65 or older, allowing them to transfer assets into the trust while retaining control and benefiting from the trust's income during their lifetime.

Alter Ego Trusts

Type of inter vivos trust created by individuals aged 65 or older, allowing them to transfer assets into the trust while retaining control and benefiting from the trust's income during their lifetime.

Family Trusts

Legal arrangements in which assets are transferred to a trustee who manages and distributes them for the benefit of designated family members, providing financial protection, tax advantages, and estate planning flexibility.

Henson Trusts

A discretionary trust designed to protect the assets of individuals with disabilities, without affecting their eligibility for means-tested government assistance programs.

Insurance Trusts

Legal arrangement where a trustee manages a life insurance policy, ensuring the policy proceeds are distributed to beneficiaries according to the grantor's wishes, while bypassing probate and potentially reducing estate taxes.

Disability Trusts

Legal arrangements established to provide financial support and manage assets for family members with disabilities who may require lifelong assistance, while ensuring that their eligibility for means-tested government benefits remains intact, safeguarding their long-term financial security and well-being.

Cottage Trusts

Legal arrangement created to manage and preserve a family vacation property, ensuring its smooth transition to future generations while addressing issues like maintenance, usage, and potential tax implications.

Pet Trusts

Legal arrangement that provides for the care and financial support of an individual's pet(s) after their death or incapacity, with a designated trustee managing funds and ensuring the pet's well-being according to the grantor's instructions. relevant details or information that you want to share with your visitors.

Education Trusts

Legal arrangement in which a trustee manages and distributes funds specifically designated for the educational expenses of designated beneficiaries, providing financial support and ensuring that resources are allocated as intended by the grantor.

Special Purpose Trusts

Legal arrangements designed to fulfill specific objectives or address particular circumstances, such as providing for a disabled family member, supporting a charitable cause, or maintaining a vacation property, with a trustee managing and distributing assets in accordance with the grantor's intentions.

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