Using A Trust For Estate Planning

Trusts are among the most important and effective estate planning tools. A trust can be used to protect assets, maximize privacy and, when properly drafted, minimize taxes. A trust can also be customized to meet the specific needs of you and your family with regard to transferring assets and funds to a spouse, child or other designated party.

Creating A Trust That Suits Your Family's Unique Needs

By establishing a living trust, an individual can retain control over a trust's assets during his or her lifetime. This includes being able to define how assets are managed and distributed.

In contrast, once established, the terms of an irrevocable trust cannot be changed. This type of trust can be an effective tool for limiting estate taxes and protecting assets. In addition to living and irrevocable trusts, there are a number of other trusts that can be tailored to meet your needs and those of your family members.

If you or your loved ones are working through estate planning issues and wish to establish a trust, we will help you address and account for each and every potential issue.

We encourage you to get in touch and schedule a free initial consultation with one of our estate planning attorneys as soon as possible. Our approach, honed over decades of practice, has helped hundreds of families reach ideal solutions for their needs. We are ready to help you do the same.

Schedule A Free Consultation With Our Attorneys To Learn More

Wolfson & Bernazzani, PLLC, in Nashua, New Hampshire, and Woburn, Massachusetts, offers free consultations. For more information, or to discuss setting up a trust with an experienced lawyer, contact us online or by calling 866-211-5601.

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