Trusts: An essential estate planning tool
Are you interested in learning more about a trust and the role a trust can play as part of your estate plan? Trusts are powerful estate planning tools that can be tailored to meet your specific goals.
At Barberi Law, our experienced attorneys can explain the types of trusts available and how a trust can benefit your estate plan. After a careful analysis of a client’s needs and goals, we will educate you about how a properly drafted and funded trust can accomplish those goals.
Trusts have become a popular estate planning tool due to their flexibility, ease of administration and privacy. Our law firm is dedicated to helping with all of your estate planning needs, in which a trust often plays an integral role.
Trusts come in numerous forms dictated by the intended use. These uses include asset preservation, inheritance protection, tax planning, charitable giving, providing for disabled beneficiaries, blended family planning and many other uses. Each trust is drafted with very specific goals in mind. In order to provide our clients with the highest level of service, our attorneys undertake a comprehensive analysis of your family and your assets to ensure we base our recommendations on the best information available.
We can almost always recommend a trust that meets your needs and that makes sense for your unique family and financial situation. But, that is only the first phase. At Barberi Law, our attorneys want the residents of Mount Pleasant, central and mid-Michigan to understand the second and critical step to any trust-based estate plan: appropriately re-titling assets and tailoring beneficiary designations so your trust works in lockstep with other components of your estate plan. Contact us today for more information about how our attorneys can incorporate a trust into your estate plan.