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When is a trust right for you?

If you own assets or property that you wish to leave to someone, a Trust is the legally binding agreement between the you and the beneficiaries.

Your assets are transferred to the Trust and you chose the person you want to oversee the Trust and property distribution; this person is known as the Trustee. You also decide the terms of distribution.

Clients ask us to help them ensure the financial security of their relatives for years to come. When Clients ask about Trusts, we ask them…

Who do you want to receive the benefits? and When?

If you are looking to deliver non-taxable benefits to your spouse, then an Irrevocable Life Insurance Trust may be your best option. When you decide to create an Irrevocable Trust, it is permanent and the terms cannot be changed. An Irrevocable Life Insurance Trust is a specific kind of Trust that allows you to give your surviving spouse a death benefit where life insurance proceeds are not taxed. Irrevocable Trusts of all kinds protect your assets from undesirable redistribution.

Would you like the flexibility to make changes to a Trust?

A Living Trust is an seamless way to manage your assets and ensure your family’s financial security. You can give estate instructions, avoid the cumbersome probate process, and plan for your own medical expenses.

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Whether you decide to use a Trust as the major piece of your overall estate planning package, or as a smaller tool to prepare for elder care expenses such as nursing. Call us today at (312) 558-9100 to get started.

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