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Trusts

There are many different types of trusts, and they can be complex to set up and execute. However, a trust can be a very flexible and advantageous means to transfer your assets in the future.

Unlike a will, a trust may help avoid probate upon your death. To learn more about trusts and how they may benefit you, we are happy to help you consult a qualified estate planning attorney specializing in these matters. Our group of strategic partners and advisors can all work in unison to help you set up and fund the right type of trust for you and your family.