A trust is a legal arrangement that allows you to transfer ownership of your assets to a trustee to manage them for your chosen beneficiaries.

We offer various trusts, including living trust, testamentary trust, insurance trust, and family trust. Setting up a trust can help you bypass probate, protect your wealth, and ensure your assets are managed according to your wishes. It also provides flexibility, tax benefits, and privacy, making it an effective tool for preserving your estate and securing your legacy.

Funding your trust involves transferring the legal title of your assets into the trust to ensure it functions as intended.

This process also requires calculating and setting aside sufficient funds to cover Debts, Administration, Living Maintenance, and Education (D.A.M.E). These considerations ensure that your trust is equipped to manage ongoing obligations like paying off liabilities, covering administrative expenses, providing for your family's living needs, and supporting future education costs. Proper funding is essential to avoid probate, fulfill the trust’s purpose, and ensure your assets are managed and distributed according to your wishes.