Create a Living Trust today to protect your assets, maintain confidentiality, and ensure your wishes are honored, both now and in the future.
Plan and Protect Your Assets with a Living Trust
A Living Trust is an arrangement where a Settlor transfers assets to a Trustee or Trustees for the benefit of beneficiaries, taking effect during the Settlor’s lifetime. Unlike a Will, a Living Trust remains private and can provide asset protection, tax efficiency, and flexibility. It’s the ideal solution for individuals looking to manage their wealth efficiently while ensuring their wishes are fulfilled throughout their lifetime.
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Choose the Living Trust That Meets Your Needs
Create a legacy that lasts and evolves with a Living Trust. Enjoy the freedom to adjust your plans as life changes and leave your loved ones with a clear path forward.
Revocable Living Trust
A revocable trust gives you the ability to modify or revoke it at any time during your lifetime, offering flexibility and control over your assets.
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Irrevocable Living Trust
An irrevocable trust cannot be altered once it is created, providing enhanced asset protection and tax efficiency, particularly for those with offshore assets.
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Why Choose a Living Trust?
Confidentiality
Unlike a Will, a Living Trust is not a public document, meaning it doesn’t need to be registered with the probate court. This ensures that your trust arrangement remains highly confidential, protecting your privacy.
Asset protection
A Living Trust is a powerful tool for asset protection. Once assets are transferred to the trust, they are no longer owned by the Settlor, offering protection from creditors.
Tax Efficiency
Living Trusts can assist in legitimate tax planning, particularly for individuals with offshore assets, allowing for the avoidance of unnecessary taxation.
Flexibility and Freedom of Choice
A Living Trust offers the flexibility to transmit wealth according to the Settlor’s wishes, with the added benefit of being amendable as circumstances change.
Ability to Test Run Your Trust
A Living Trust allows you to test the arrangement during your lifetime, ensuring that it functions as intended before your passing.
Appointment of a Protector or Guardian
You have the option to appoint a Protector or Guardian to oversee the trust’s administration, ensuring it is managed according to your wishes.
Highly Private and Confidentia
Living Trusts are administered privately, maintaining utmost discretion and confidentiality. The unique name of the trust further enhances privacy.
Administered by a Trust Deed
The Living Trust is governed by a legally binding Trust Deed, ensuring that your assets are handled appropriately by the appointed Trustees.
Separate Management of Assets
Once assets are transferred to the trust, they are managed separately in secure, approved instruments. In the case of a blind trust, the Trustee has full discretion over the assets.
Why Choose a Living Trust?
Confidentiality
Unlike a Will, a Living Trust is not a public document, meaning it doesn’t need to be registered with the probate court. This ensures that your trust arrangement remains highly confidential, protecting your privacy.
Asset Protection
A Living Trust is a powerful tool for asset protection. Once assets are transferred to the trust, they are no longer owned by the Settlor, offering protection from creditors.
Tax Efficiency
Living Trusts can assist in legitimate tax planning, particularly for individuals with offshore assets, allowing for the avoidance of unnecessary taxation.
Flexibility and Freedom of Choice
A Living Trust offers the flexibility to transmit wealth according to the Settlor’s wishes, with the added benefit of being amendable as circumstances change.
Ability to Test Run Your Trust
A Living Trust allows you to test the arrangement during your lifetime, ensuring that it functions as intended before your passing.
Appointment of a Protector or Guardian
You have the option to appoint a Protector or Guardian to oversee the trust’s administration, ensuring it is managed according to your wishes.
Highly Private and Confidential
Living Trusts are administered privately, maintaining utmost discretion and confidentiality. The unique name of the trust further enhances privacy.
Administered by a Trust Deed
The Living Trust is governed by a legally binding Trust Deed, ensuring that your assets are handled appropriately by the appointed Trustees.
Separate Management of Assets
Once assets are transferred to the trust, they are managed separately in secure, approved instruments. In the case of a blind trust, the Trustee has full discretion over the assets.
Create Your Living Trust Today for Maximum Asset Protection
With a Living Trust, you can ensure your assets are protected, your privacy is maintained, and your wishes are respected throughout your lifetime. Whether you’re looking for flexibility or full asset protection, a Living Trust is a powerful tool for wealth management and legacy planning.
Confidentiality
Your trust arrangement remains private and unregistered, protecting your assets from public scrutiny.
Asset Protection
Assets are no longer owned by you, offering protection from creditors.
Tax Efficiency
Plan for legitimate tax avoidance, particularly for offshore assets.
Flexibility and Freedom of Choice
Easily amend or update your trust as circumstances change.
Test Run Your Trust
Test and manage your trust while you're still alive to ensure it works as planned.
Appointment of a Protector or Guardian
Appoint a trusted individual to oversee your trust.
Utmost Privacy and Discretion
Trust administration is highly private, ensuring confidentiality.
Managed by Trustees
Trustees manage assets according to your wishes, with full discretion in the case of a blind trust.
Some common questions answered
A Living Trust is a legal arrangement in which a Settlor transfers assets to a Trustee for the benefit of beneficiaries. It takes effect during the Settlor’s lifetime and can be revocable or irrevocable.
The Settlor transfers assets to a Trustee, who manages them according to the terms outlined in the Trust Deed. The trust can be amended or revoked (in the case of a revocable trust) and ensures that assets are protected and managed privately.
A revocable trust allows the Settlor to modify or revoke it during their lifetime, while an irrevocable trust cannot be altered once created, offering stronger asset protection and tax benefits.
Yes, if you create a revocable trust, you can change its terms at any time. Irrevocable trusts, however, cannot be changed after they are established.
Upon the Settlor’s passing, the trust will continue to operate according to the terms laid out in the Trust Deed, ensuring that assets are distributed according to the Settlor’s wishes.
A trust is administered by Trustees who manage the assets in accordance with the Trust Deed. The assets may be invested in secure instruments, and in the case of a blind trust, the Trustees have full discretion over the assets.
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