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Types of Trusts

  • Family Limited Partnerships (FLP)
  • LegacyTrusts (ILIT)
  • Intentionally Defective Grantors Trusts (IDGT)
  • Qualified Personal Residence Trusts (QPRT)
  • Charitable Remainder Trusts (CRUT, CRAT)
  • Grantor Retained Trusts (GRUT, GRAT)
  • Dynasty Trusts
  • Asset Protection Trusts
  • Business Succession Planning
  • Buy/Sell Agreements
  • Special Needs Trusts

Why have an Estate Plan?

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What is a Will?

A Will is a legal document that allows you to decide how your assets and possessions will be distributed upon your passing. 

Changes in the Law

R&A stays current with the changes that have been made in laws that effect all areas of Estate Planning. When you use a professional, we take all the guess work out of it. You will have a much more comprehensive plan than and that of a do-it-yourself Estate Planning website. In addition, you will have the comfort in knowing that you can make changes to your basic estate plan any time you choose.

What is a Living Trust?

A Living Trust is also a legal document that allows you to decide how your assets and possessions will be distributed upon your passing, but unlike a Will only, a Trust will help to avoid the probate court system in your state. Probate court can take years to go through, and can incur an enormous amount of costs including taxes and fees to be paid by your estate.

Having the proper legal documents to appoint guardians for your children, and decide on critical health care issues is an important part of your entire estate plan. Everyone should have a Living Trust in place, created and updated by a qualified attorney.

What is an Estate Plan?

Basic estate plans include documents such as a trust, a will, powers of attorney, advanced health care directives and other related documents. If you die without a plan in place, your assets will be subject to the probate laws in your state. State laws vary. Your estate plan will provide you and your family peace of mind, knowing there is an organized, comprehensive plan in place.

Understanding Estate Planning

What type of Trust is best for me?

Understanding your personal situation is what R&A does best. We tailor an Estate Plan that fits your needs and provides you security for you and your family's future. Speak with a qualified estate planning attorney today and get a FREE evaluation of your Estate Planning Needs.