Plan your legacy, your way.
Preserve your wealth and control the distribution of your assets.
A revocable living trust is an effective tool to preserve your wealth and control the distribution of your assets for generations to come.
You worked hard for your money so don’t take the chance that your money can go to others for whom it was never intended. At Trusted, we help you plan ahead. We want to protect the same thing you do: your loved ones. A revocable living trust can help guarantee that your loved ones will be taken care of long after you are gone. For those with sizeable estates above the federal estate tax exemption, we can assist you with sophisticated planning strategies such as Personal Residence Trusts, Irrevocable Life Insurance Trusts and a wide range of charitable gifting techniques to reduce federal estate taxes, gift taxes and generation skipping transfer taxes.