Trust Services


A trust is a form of property ownership where one party holds legal title with the responsibility and duty of managing the assets in the trust for the benefit of another party. A trust allows you to preserve and protect your legacy for future generations, and to provide for a smooth transition of your wealth after you are gone.

A trust involves three primary parties:

The power of trusts is in their versatility—many types exist, each designed for a specific purpose. Common types of trusts include, but are not limited to:

  • Revocable (Living) Trust
  • Special Needs Trust
  • Credit Shelter Trust
  • Spendthrift Trust
  • Life Insurance Trust

Whether you’re seeking to manage your own assets, control how your assets are distributed after death, or plan for incapacity, trusts can help you accomplish your estate planning goals.