Trusts and Estate Planning
We provide expert trust drafting, updating trusts, and trust administration to help you safeguard your legacy. Whether you're considering establishing a trust for the first time or need to update an existing trust, our team is here to assist you.
Choosing between a trust or a will is difficult. We make it easy! While we cannot advise you on which one to use without first understanding your goals and circumstances, it’s helpful to understand what a trust is and why you might use a trust instead of a will.
Here are some key questions we want to help answer for you! What is a trust? What is the significance of a trust in estate planning? How do trusts secure your assets?
Families with minor children should consider using a trust for better control over their assets
ESTATE PLANNING REDEFINED
Your Legacy, Your Terms
We offer an innovative approach to estate planning. We took the convenience of online estate planning tools and combined it with the local expertise of traditional estate planning, all for a fraction of the price.
Begin your journey with us today, and we'll ensure that your needs are addressed, your wishes are meticulously planned for, and you feel confident in your estate plan. When you work with us you can rest assured knowing that your loved ones and affairs will be expertly cared for.
Why should you choose a trust?
What can a trust do that a will cannot?
What is a trust?
A trust is an estate planning tool that can accomplish a variety of objectives in estate planning. It allows you to designate how your assets should be managed, distributed, and protected, both during your lifetime and after your passing.
Trusts can help minimize estate taxes, avoid probate, protect assets from creditors, provide for loved ones with specific needs, and ensure a smooth and private transfer of wealth to your beneficiaries.
With the flexibility to customize trusts to your unique goals, they serve as a cornerstone for customized comprehensive estate planning strategies.
Not sure where to get started? Download our Estate Planning Workbook!
What does a trust do?
Asset Management
Trusts offer a powerful way manage and maintain control over your assets during your lifetime and dictate how they should be used and distributed after your passing. Do you want your assets used for your childrens education? For them to buy a house? Stay in their name instead of a possible ex-spouse?
Asset Protection
Trusts can help bypass the probate process, ensuring a smoother, faster, and more private distribution of assets to beneficiaries. Trusts can also shield assets from creditors and lawsuits, providing added security and privacy for your legacy.
Estate Tax Planning
Trusts can offer greater tax efficiency. Trusts can minimize estate taxes, preserving your wealth for future generations.
Special Needs Planning
Trusts play a crucial role in providing financial support for individuals with special needs while safeguarding their eligibility for government benefits.
Estate Planning and Trusts
A Comprehensive Approach
Estate planning is about more than just trusts and wills —it's a holistic strategy for managing your estate during your lifetime and preserving your legacy for future generations. From more information on the different tools of estate planning, including trusts, living wills, powers of attorney, and wealth transfer techniques, visit our blog or contact us.
Estate Planning Checklist
To help you get started, we've prepared an estate planning workbook that covers essential steps and documents to consider in your estate plan. Download it now and discover important questions that you will be required to answer during the estate planning process!
Do you need a will or a trust?
Wills and trusts form the cornerstones of a comprehensive estate plan and our experienced estate attorney is ready to guide you, whether you're new to estate planning or seeking to optimize your current plan. While we encourage you to read our blog wills and trusts, the best way to determine the ideal choice for your unique requirements is by consulting with a dedicated estate planning attorney.
Consult with an Estate Attorney
The key to a successfully implemented estate plan is to consult with an attorney who understands the intricacies of estate law. Our experienced estate lawyer, Jayme, specializes in providing expert estate planning advice and services tailored to your unique needs. Whether you're a business owner, a family, or an individual looking to protect your hard earned money, we will help guide you through the estate planning process!
For more information, contact our estate planning team to secure your legacy.
Your legacy deserves nothing less.
Hi! I’m Jayme.
I’m an estate planning attorney in Rockford, IL.
I help individuals and families in Illinois and Wisconsin build their legacy estate plan plan, easily and 100% remotely. My top priority is to ensure that your loved ones are taken care of when life throws you for unexpected turns.
Join me and I will make sure to protect those you cherish most!