Planning for incapacity or other life-altering events with a trust document is one of the most important features of a well-crafted estate plan. A living trust is a document which informs your loved ones about your final wishes for your assets. It is another tool that will help with planning your goals for life and for your estate.
Trusts enacted for the duration of the beneficiaries’ lives provide asset protection for the listed assets. They also give your financial advisor the ability to continue investing your assets as you specified in your trust, which can help ensure the value of the trust remains sufficient to meet your goals. Regardless of how much property you have, our Oklahoma City estate planning attorneys can assist you in formulating an ironclad plan of protection for your assets. We can also help you explore other options, including drafting a will, power of attorney, and more.
Our team can help you to establish surefire protection for your assets to ensure they are secured for your family. Contact us today to get started!
Though of course, every situation is unique, there are several aspects of a trust that may mean that it is a good choice for your situation.
Call our Oklahoma City estate planning attorneys today at (855) 973-8877 to learn more about your options.