Home

About Our Services

Meet the Staff

RCare Program

Contact Us

Maintenance of family values through multi-generational planning is possible

Particularly in larger estates, the assets available for distribution to children may exceed the amount needed for maintenance of their lifestyle. Rather than leaving all of the property to children, lifetime trusts for the benefit of children can be created, with the unused assets remaining available for the use of all future generations. As each generation passes, the trust fund continues to benefit grandchildren, great grandchildren, and beyond. Incentives can be designed into the trust plan so that the trustmaker’s family values can be weaved into the  distribution requirements and beneficiaries will not be eligible to receive distributions unless certain standards of conduct are maintained. The trust can pay for the professional help necessary to return a beneficiary with drug, alcohol or emotional problems to a meaningful role in society. These trusts can also be designed so that there is no estate tax as the trust assets pass for the use of each subsequent generation.

• Revocable Living Trusts:
  Benefits of Passing Property in Trust:
  • Married Couples
  • Avoiding Probate
  • Incapacitation
  • Children
  • Family Values
  • Tax Planning
  • Conclusion
• Wills

Probate

Trust Administration

DISCLAIMER
The information provided here is for informational purposes only. It is not, nor is it intended to be, legal advice. You should consult an attorney for individual advice regarding your own situation.