Trust and Estate Planning

Trust and estate planning involves arranging how your assets—such as property, savings, and investments—will be managed and distributed during your lifetime and after your death. A trust is a legal arrangement where a person (the grantor) transfers assets to a trustee to hold or manage for beneficiaries. Estate planning ensures your wishes are clear, minimizes taxes and legal complications, and provides for your loved ones. It often includes documents like wills, trusts, and powers of attorney, helping to protect your legacy and ensure your estate is handled according to your intentions.