A trust is a separate legal entity that owns and manages property like real estate, cash, stocks, bonds, etc. for the benefit of your desired beneficiaries. A trustee is appointed to manage the trust pursuant to the document’s precise instructions in the trust agreement. Trustees are fiduciaries who are held to a higher standard of care, so they must adhere to the trust’s instructions at the risk of being held personally liable for damages relating therefrom. There’s a lot of benefits and there’s also disadvantages, so it’s important to understand them to determine if they are the right fit for your needs.
Protect your family, assets and business, and gain the peace of mind of knowing you’re prepared and in control. You may feel apprehensive about estate planning, but it doesn’t have to be this way. We’ll help you achieve your estate planning goals and ensure you feel accomplished and confident. With our 4-step unique proven process, leaving a legacy you can be proud of is easier than you think. The alternative can mean significant taxes, court, costs, conflict (litigation) and a host of unpleasant and destructive surprises. Call us to get started today at 954-228-3369.
Offices in Plantation, Florida and Sound Beach, New York (Long Island).
Advanced Care Directives http://bit.ly/2zbZaLd
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Business Succession Planning https://bit.ly/3dA5GOA
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Trusts http://bit.ly/2zbXhOv
Trust Administration
Wills http://bit.ly/2zcJJm1
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