We will take the time to explain the different types of trusts available and the advantages and disadvantages of each. We know that every client is unique and each client has specific needs and goals. We will match those goals to the trust we develop for our clients. Our goal for each client is to:


  • To discuss the different types of trusts available: Revocable, Irrevocable, and Pet Trusts
  • Determine which Trust is best for our client
  • To explain the process of creating a trust
  • To emphasize the importance of the Trustee and their role
  • How the assets are put into a trust
  • Tax consequences and benefits of each Trust
  • Difference between a Revocable trust and a Will and Testament and under what circumstance you use either


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