Trust Formation

A trust is a legal tool that lets me control how my money, property, and other assets are managed — both during my life and after generations.

Creating a trust can:

• Avoid probate court
• Protect my assets from lawsuits or creditors
• Make things easier for my family
• Keep my estate affairs private
• Ensure my wishes are followed

A flexible trust I create during my lifetime. I stay in control and can change or cancel it anytime. It helps my estate avoid probate and makes sure my assets go to the right people smoothly.

A trust that can’t be changed once it’s set up. It offers strong asset protection and may reduce estate taxes — great for me if I want to safeguard wealth long-term.

A broader category that includes various trusts used to manage, distribute, and protect assets after death — part of a full estate plan.

Specifically designed to shield my wealth from creditors, lawsuits, or unexpected financial challenges. Often used by business owners, professionals, or anyone looking to secure what they’ve built. (Bonus: Create a separate trust per asset)

There are 30+ recognized types of trusts, but they’re often customized and combined depending on:

• My goals (protection, privacy, tax planning, etc.)
• My family situation (children, special needs, divorce, etc.)
• My asset type (homes, investments, businesses, crypto, social media, etc)