TRUSTS
PROTECT YOUR FAMILY. PROTECT YOUR FUTURE.
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Trusts offer flexibility, control, and protection that go beyond a basic will. Whether used for probate avoidance, beneficiary protection, or long-term planning, trusts can be powerful tools when thoughtfully designed.
We help Pennsylvania clients create trust-based estate plans tailored to their goals, family dynamics, and financial circumstances.
WHAT IS A TRUST?
A trust is a legal arrangement that allows assets to be held and managed for the benefit of others under specific terms. Trusts can operate during your lifetime, after death, or both.
Trusts May Be Used To:
Trusts May Be Used To:
- Avoid or streamline probate.
- Provide privacy.
- Manage assets during incapacity.
- Control how beneficiaries recieve assets.
REVOCABLE LIVING TRUSTS
A Revocable Living Trust allows you to maintain control of your assets during your lifetime while creating a clear plan for management and distribution after death.
Living Trusts Are Used To:
Living Trusts Are Used To:
- Simplify estate administration.
- Provide continuity during incapacity.
- Coordinate complex assets.
- Maintain privacy.
TRUSTS FOR BENEFICIARY PROTECTION
Trusts can be designed to protect beneficiaries who may not be ready or able to manage an inheritance outright.
These Trusts May Help:
These Trusts May Help:
- Stagger distributions over time.
- Protect eligibility for public benefits.
- Provide long-term financial oversight.
- Address blended family planning.
TRUST-BASED ESTATE PLANNING
Not every estate requires a trust, but for many families, trusts provide added clarity and control. We help clients understand when trust-based planning is appropriate and how it fits into a broader estate plan.
SCHEDULE A TRUST PLANNING CONSULTATION
If you are considering a trust or reviewing an existing trust, we can help you evaluate your options.
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