Trusts

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Trusts can be created to give the assets of the trustor legal protection and guarantee that they are disbursed according to their preferences. Furthermore, trusts can cut down on paperwork, save time, and occasionally lower inheritance or estate taxes.

In addition to writing your will, you will need other insurance to ensure maximum protection for all you have worked for. The insurance you would trust is like the Protective Property Trust (PPT), the Family Protection Trust (FPT), or Lasting Powers of Attorney (LPA).

The possibility that their home would be used to pay for care expenses in later life is a serious concern for many people. You may assist in safeguarding your portion of the house and making sure it is left to the people you care about by setting up a Protective Property Trust (PPT).

A lasting power of attorney is a legal document that enables you to name a trusted representative (an attorney) to manage your affairs if you become incapable of managing them due to a mental or physical disability.

Similar to a safety deposit box, a Family Protection Trust (FPT) allows you to store your home and other financial assets while maintaining full control as trustee and beneficiary. Moving, selling, and investing is still possible, as usual.

Establishing a formal trust need not be complex; choosing the best configuration for your funds and loved ones is the most challenging step. The next stage is formalizing your trust documents, and our staff can assist you with every step up to long-term storage. Get in touch with us to learn more about our services.