Together, we’ll ensure your assets are protected-- and your legacy is fulfilled. Our experienced team will work with you and your attorney to customize a trust that’s in line with your vision for the future. From there, we’ll administer and invest your assets in the best interests of your beneficiaries. We’ll even disburse checks and property according to trust terms, file taxes and manage insurance policies. Whether you’ve been successful in business and want to put money aside for your children, need help managing the estate of a deceased loved one or received a settlement, we can help.
Place your assets into a trust for your benefit during your lifetime. After that, they’ll be transferred to your beneficiaries. Living trusts are often revocable, which means you can change them at any time.
Irrevocable trusts can’t be changed after the agreement is signed. Many living, or revocable, trusts become irrevocable after the person who initiated the trust dies.
If you’re thinking of setting up a revocable trust, think United Financials. We’ll guide you through the estate planning process and show you how setting up a revocable trust can not only provide for the needs of your family, but can work as a powerful tool to reflect your values and wishes for decades to come. We have the expertise and investment experience to soundly manage your assets, including administering estates and managing trust funds for young or disabled beneficiaries.
Also known as a will trust or trust under will, a testamentary trust takes effect upon the death of the person who initiated the trust.
We can help plan and carry out the terms of your will and settle your estate objectively and efficiently.