Drafting/Creating Trusts

Want to ensure that your assets are passed to your children and future generations?

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Are you worried about tax liability and consequences once you pass?

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Are you unsure as to whether your family is capable of retaining or growing the current wealth you have?

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There are endless reasons for why someone would want to draft and create a trust. The truth is it is very difficult to ascertain why a trust would be necessary until you evaluate your own needs first and foremost.

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However, if you choose my firm to draft and create your trust, rest assure your estate will be protected and will secure your children and family with peace of mind.

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Caveat: The process of drafting trusts include many potential tax consequences. Whether drafting a trust, for tax purposes, are in your best interest is a matter that may or may not require the assistance of a certified public accountant (CPA). Should a CPA be required, I will work diligently to coordinate with the CPA in order to achieve the results you desire.