Trusts: An Essential Estate Planning Tool
Are you interested in creating an estate plan that meets your specific goals? Trusts are powerful estate planning tools that can help you preserve your legacy and get the most from the assets you leave to your loved ones.
At the law firm of Joseph T. Barberi, P.C., we take pride in our ability to explain all of the options available to our clients. We will take the time to educate you about the role a trust can play in a diverse estate plan designed to accomplish your goals. We have an attorney who has been voted the number one lawyer in Isabella County by two local newspapers because of his commitment to the personal attention of his clients. We want our representation to make a difference for you.
Ready to Incorporate a Trust Into Your Estate Plan?
E-mail us or call us at 1-800-336-3423 to speak with an experienced lawyer and find out more about trusts and how they can help you meet your estate planning goals.
We offer free two hour workshops to explain options available for protecting and preserving your assets for loved ones.
Our law firm is dedicated to putting together trusts and estate plans for people in Mount Pleasant and throughout central Michigan.
Trusts come in many forms, including living revocable trusts and asset protection irrevocable trusts. There are life insurance trusts, charitable remainder trusts, special needs trusts, living trusts and more. The list goes on. Most are designed with very specific goals in mind and are relevant only in certain situations.
We can almost always recommend a trust that meets a client's needs. We want to put together an estate plan that makes sense for you. That means taking the time to learn about your current assets and your financial prospects. We will talk to you about your goals and encourage you to speak freely about what you would like to see happen to your assets after you are no longer here to enjoy them. Only after we have spent a significant amount of time working closely with you will we offer our recommendations. When we do, you can be certain that we will provide solutions customized to meet your stated goals.
Contact us today for more information about how our attorneys can incorporate trusts into your estate plan.
