Trusts

Trusts

We provide trusts to protect you, your family, and your assets.

person in black long sleeve shirt holding persons hand
person in black long sleeve shirt holding persons hand
Living Trusts

A Living Trust allows you to place assets into a trust during your lifetime, helping manage and protect them while you’re still alive.

It can provide greater control over how your assets are used, particularly in situations involving family planning, vulnerability, or future care considerations.

This approach offers flexibility and continuity, ensuring your assets are handled according to your wishes both now and in the future.

Vulnerable Persons Trust

A Vulnerable Person’s Trust is designed to protect assets for someone who may not be able to manage their own financial affairs, such as a person with a disability or additional needs.

It allows funds to be managed by trusted individuals on their behalf, ensuring the money is used in their best interests.

This type of trust can also help preserve access to certain benefits while providing long-term financial security and support.

Property Protection Trust

A Property Protection Trust is designed to help safeguard your share of your home, ensuring it passes to your chosen beneficiaries rather than being lost to other fee;s.

It allows you to ring fence your interest in the property while still providing security for your partner to continue living there.

This type of planning offers greater control, helping protect your family’s inheritance for the future.

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