Pillar 3:

life planning

Trusts can provide the most creative and tailored method of caring for your family, planning for incapacity and distributing assets to beneficiaries based on your unique circumstances. Trusts provide a level of certainty that your legacy plan will be realized, even before you pass away.  As the initial Trustee of your trust, you have the opportunity to administer and assess Stage One of your plan.

Trusts also provide a solution for domestic partners who do not plan to marry and blended families—particularly those with children. Your trust can ensure assets from previous marriages are preserved, and ensure children are supported according to your unique wishes and circumstances.

Life planning is also an ideal solution for:

• families with teenage drivers
• pre-marital couples with different net-worths, asset types and financial situations
• individuals who suddenly or unexpectedly receive substantial funds through inheritance, winnings or legal settlement
• families of children with special needs