NOW THAT YOU'VE TAKEN THE FIRST STEP

Let's Learn More About Trusts and How They Protect You

Choosing the Right Plan

Presented by Alex Housley, Esq.

VIEW BELOW TO LEARN MORE ABOUT TRUST OPTIONS

WHERE DOES THAT LEAVE US

Checking in on the 4 step process to
securing your legacy

VIEW ESTATE PLANNING WORKSHOP

Great work, You have already completed this step!

MEET WITH YOUR ATTORNEY

You are here, now to learn more about what comes next.

EXECUTE YOUR NEW ESTATE PLAN

Zero in on what to include in your plan

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WHAT IS TRUST PLANNING DESIGNED TO ADDRESS
  • Clarifying who manages your assets if you become incapacitated.
  • Explaining how assets are used during your lifetime and distributed after your passing.
  • Reducing court involvement and administrative burden for loved ones.
  • Creating structure and clarity around complex family or financial situations.
WHY ARE THERE DIFFERENT TYPES OF TRUSTS
  • Some trusts prioritize flexibility and ease of use during your lifetime.
  • Others are designed to protect assets from lawsuits or long-term care costs.
  • Different assets may require different levels of protection.
  • Many estate plans use more than one trust to address different goals.
HOW THE RIGHT PLAN IN DETERMINED
There is no single trust that works for everyone. Choosing the right structure depends on your assets, your family, and what you are trying to protect, both now and in the future. That is why estate planning begins with education. Understanding how different trusts function allows you to make informed decisions when it comes time to design your plan, rather than feeling rushed or uncertain.
WHAT COMES NEXT
The videos on this page are meant to give you clarity, not pressure. As you move forward in the planning process, your attorney will help you apply these concepts to your specific situation and recommend a structure that fits your goals. Our role is to guide you through the options, answer your questions, and help you feel confident before any decisions are finalized.
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