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Assets We Fund

Different types of trusts serve different purposes for the important people in your life. Be advised: The trust you choose will not work for you unless important steps are completed to have it funded, and 90% of competing services don’t move your trust strategy past the finish line… Make sure yours counts! Which type of trust do you need funded?

Revocable Living Trust

Can be revised. Avoid probate, protect privacy, and minimize estate taxes

Irrevocable Trust

Cannot be revised, amended, or terminated, & offers tax shelter benefits

Asset Protection Trust

(APT) Protect assets from creditors, lawsuits, & judgments. Irrevocable. Domestic or Foreign/Offshore

SLAT Trust

(Spousal Lifetime Access Trust) Increased estate tax exemption by transfer to irrevocable trust


(Insurance Trust) Life insurance policy as asset, exempt from grantor’s taxable estate

Dynasty Trust

Protect wealth for generations; avoid transfer taxes like gift tax, estate tax, & GSTT

Marital Trust

(“A” Trust) To surviving spouse upon death of first, then to designated heirs upon death of second spouse

Special Needs Trust

Avoid risk to public assistance disability benefits for physically/mentally disabled or chronically ill recipients


Schedule a Free Consultation for a Funding Analysis!

Whether or not you have collaborated with an estate planner or financial advisor, we understand you have important questions regarding the plan for your assets. We make your plan work to serve your goals by funding your trust. Selecting a strategy is the first step, but you need to make it count by putting it into practice. Picking up where the others leave off, we take your plan across the finish line by completing your documentation and ensuring your trusts are funded.

We want to answer your questions and work with you to meet your long-term goals. Request a free consultation for a funding analysis!

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