A trust can fit your estate and financial planning objectives.
A trust is a legal document that holds assets that are managed for the benefit of yourself or others.
You establish the trust and may or may not the manager (trustee) and the beneficiary.
A trust may be revocable or irrevocable.
A credit shelter or bypass trust can shelter twice as much from estate taxation for married couples while still providing the surviving spouse with the same economic benefits than if nothing was done.
Many clients choose to provide that the children must reach a certain age or ages before the trust distributes all of its balance to them, thus preventing young children from squandering family wealth.
a QTIP trust can provide for your current spouse while protecting children from a previous marriage.
The cost of trusts varies with each situation and needs of the clients
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