Many people perceive trusts as a complex subject better left to their attorney. When stripped of all its “bells and whistles,” however, a trust can be viewed simply as a contract, wherein a grantor agrees to transfer assets to a beneficiary, or multiple beneficiaries, who then receives the assets as stipulated in the contract. A trustee, who may or may not be the grantor, manages the trust assets and ensures the stipulated terms of the trust are faithfully carried out.
Estate Planning Services
- Estate, Business, Farm & Ranch Planning
- Powers of Attorney
- Probate and Probate Avoidance
- Medicaid Issues
- Special Needs Planning
Estate planning includes solutions to protect your assets and to pass them on to the important people in your life. Legacy Wealth Strategies, LLC’s service will help you pinpoint ways to minimize the tax burden on your estate so that your heirs and other beneficiaries receive what you intended to provide for them. Your advisor individually prepares a plan for your specific needs outlining options. Any option or solutions are implemented only upon your direction and with strict confidentiality.
With an understanding of these fundamental trust building blocks, you can begin to see that trusts are simply very powerful tools designed to help individuals handle a variety of family and tax-related issues.
Our estate planning services are offered though Brown Law Offices, P.C., L.L.O.*, noted for delivering the finest estate planning and customer-oriented services. Our experience and expertise helps reduce or eliminate our clients’ federal estate taxes and allows business owners to transfer tax cost. We also help our clients avoid the delays, costs and publicity associated with probate, as well as help them protect their assets from potential spendthrifts and creditors.
Robert J. Brown, in conjunction with Brown Law Offices, P.C., L.L.O., take your case from start to finish through the estate planning process.