Estate Planning Guide


Establishing a Trust

A will is the vehicle that usually collects instructions to distribute property and belongings. However, the job of passing substantial financial assets should be left to a Trust.

Trusts combine investment and possible tax-saving opportunities to provide for your heirs after death. They can be used to ensure that your assets will be used exactly as you intended. Trusts can make certain your heirs are not forced to liquidate assets to pay estate taxes.