Do I need a trust?

You can include most assets in a trust, including real estate, bank accounts, investments, and personal property. However, you can usually handle specific assets like retirement accounts and life insurance through beneficiary designations. Depending on your circumstances and goals, we may also guide you to place assets in a trust, as well. This can be especially helpful if you have minor beneficiaries. Your Legacy Legal Care^® properly aligns your trusts and beneficiaries to maximize protection.

A trust holds assets during your lifetime and can distribute them directly to beneficiaries, thereby bypassing the need for probate. We will work with you to see if a trust fits your needs.