Living Trust

Unlike a traditional estate plan that prepares for your death, a Life and Legacy plan is a plan for your life. Generally speaking, it begins with a Living Trust.

A Living Trust can: 

• Protect your assets while you are active and healthy
• Protect your assets should you become ill or incapacitated *
• Save time and money by avoiding Probate Court
• Provide for your family following your death
• Carry out philanthropic goals