Trusts are established to manage your assets and to provide for your loved ones. They may take effect during your lifetime or at your death.
A trust allows you to:
- Manage your investments for your family, both during and after your lifetime
- Pass along your assets to the next generation after your lifetime
- Reduce your taxes and probate fees
- Make charitable bequests
- Provide for life events such as financing your children’s education, supporting an elderly relative, or managing your assets if you become disabled.