Make an appointment today 405-814-6524 800-575-6838

Know how trusts can impact your estate plan

Your estate plan can help your family members to close out your estate faster than what is possible without an estate plan. It is imperative that you have everything together so that your loved ones are able to abide by your wishes once you are gone. We know this might not be fun to think about, but it won't be as painful as you may think.

An estate plan can be very simple if you only have a few assets and a small family. The more assets and the more family members you add to the situation, the more complex things become. We can help you out with the easiest estate plan or the most complicated ones. Our goal is to make sure that your wishes are clearly conveyed and easily handled.

As we recently discussed, trusts serve an important role in an estate plan. This instrument lets you set out clear terms for how, when and to whom specific assets held within a trust are going to be distributed. This can certainly help your loved ones to handle your estate.

Another thing that you can think about if you are considering trusts is that trusts might keep assets safe from creditors. They can also have other specific benefits. We can help you to evaluate how specific trusts can impact your estate plan. The goal for each case is to make the process as easy as possible for your loved ones while working on ensuring they don't have to deal with financial or asset losses because the estate plan wasn't handled properly.

No Comments

Leave a comment
Comment Information

Don't Wait Any Longer

Bold labels are required.

Contact Information
disclaimer.

The use of the Internet or this form for communication with the firm or any individual member of the firm does not establish an attorney-client relationship. Confidential or time-sensitive information should not be sent through this form.

close

Privacy Policy