Services > Trust Planning
Whether you are wealthy or not, it is important to put plans in place to ensure that the assets in your estate are properly transferred to your loved ones after you pass away. Tax, estate and financial planning are all part of this planning process. There is one other aspect, which is not commonly considered in estate planning strategies: Trusts.
Trusts can be established as part of the estate planning process, and are viewed as part of your estate. If you want to set up a Trust, it is important to engage a professional who understands the implications of doing so.