FAQs

    Quick Answers for Your Estate Planning Journey

    You are establishing a private, irrevocable trust that is not governed by statutory law.

    Your goal is to maintain complete authority over how the trust is structured, without being bound by statutory regulations.

    You're looking for a trust arrangement that functions independently of statutory systems, providing enhanced privacy, asset protection, and ultimate control.

    You also want to minimize the legal expenses typically associated with complying with statutory requirements.

    Many wonder how private trusts differ from wills. Private trusts offer enhanced privacy, avoid probate, and provide stronger protection from creditors and lawsuits—helping you safeguard your family's wealth more effectively.

    Estate taxes and lengthy probate can reduce the value your heirs receive. Private trusts can minimize these costs by lawfully separating and protecting assets, helping pass on more wealth quickly and privately.

    Yes. Asset protection trusts shield both personal and business assets from lawsuits, creditors, and unexpected liabilities, ensuring your legacy and business interests are secure for future generations.

    Look for customizable trust structure options, built-in trustee and heir education, client control as Trustee (not mandatory third-party administrators), transparent pricing, and genuine probate avoidance. These features ensure you have control and peace of mind with your estate plan.