Forming a Trust

A trust can be set up and used for various purposes–avoiding probate, protecting assets, efficiency in asset transfer, providing anonymity, conserving assets for a person that may waste the assets upon receiving them all at once, etc. Trusts are often set up with these intentions in mind, but often become ineffective or go unfunded because the administration or transfer of the assets to the trust is not handled properly. Paul can can assist you with your trust needs and follow through to ensure that you understand the proper funding, administration, and tax requirements of the trust. Click here to contact Paul to review or set up your trust or just to talk about whether a trust is something you need.

Comments are closed.