Living Revocable Trusts

A living revocable trust is a legal arrangement which allows you to obtain investment assistance during your lifetime and implements your estate plan to provide for your beneficiaries at your death. During your lifetime, we can manage your investments with as much input from you as you desire to provide. In the event that you become incapacitated, we can continue to manage your financial affairs. We process all income from your investments and can handle the payment of your personal expenses. After your death, your assets will be distributed to your beneficiaries as you designate. The assets can also remain in trust to assist a surviving spouse or to protect a child’s inheritance. A living trust will allow your estate to pass to your beneficiaries without the involvement of a probate court and, through proper planning, can mean tax savings for your family.