A Will based estate plan is the best option for many people. It establishes a low burden for you while you are still alive and simplifies the Probate process by making your wishes explicitly clear to your heirs and the courts.

A Trust based plan transfers your assets into a trust while you are still alive. This can assist with liability protection, tax planning, privacy, and management of your assets during any period of incapacity. It also avoids the Probate process altogether, significantly simplifying asset transfer to your beneficiaries.

For business owners, Trusts are extremely powerful tools. Trusts assist not only with traditional estate planning issues, but with succession planning, additional limited liability protection, and tax planning. From the smallest LLC to the largest corporation, every business owner will benefit from our Business Trust structure.