A straightforward document that outlines how an individual's assets will be distributed among beneficiaries. Suitable for those with uncomplicated estates and clear intentions for asset distribution.

An insurance trust is a powerful estate planning tool that offers control, tax benefits, and protection for life insurance proceeds. It is particularly useful for individuals with substantial life insurance policies who want to ensure their assets are managed and distributed according to their specific wishes while minimizing tax liabilities.

A legal document in which a property owner (the settlor) formally states that they hold the property in trust for the benefit of one or more beneficiaries. This declaration outlines the terms and conditions under which the property is managed and distributed. It is used to clarify the legal ownership and the beneficial interest in the property, ensuring that the settlor's intentions are legally recognized and followed.

A legal structure designed to hold and manage the assets of a family-owned business for the benefit of family members. This type of trust provides a framework for succession planning, ensuring that the business remains within the family and is managed according to the founder's wishes. It helps protect the business from external disputes, provides tax benefits, and facilitates smooth transitions across generations.

A legal arrangement designed to safeguard the value of a business in the event of unforeseen circumstances such as death, disability, or retirement of a key owner or partner. This type of trust ensures continuity and stability by providing a mechanism to buy out the departing owner's interest at a predetermined value, thereby protecting the business and the interests of the remaining owners. It helps mitigate potential conflicts, maintain business operations, and preserve the value of the business for the benefit of all stakeholders.