A surviving spouse may have had little opportunity to manage complex financial affairs during his/her lifetime.  The situation may be compounded by age.   Some trusted assistance handling their financial affairs is prudent.  By placing their assets in a Trust, they can ask their responsible children, or a trusted advisor, to serve as co-trustee with them.  Then, the co-trustee can help make investment decisions and pay necessary bills.   Over time, more authority can be delegated.  In the event of incapacity, due to illness or injury, the co-trustee can fully manage their financial affairs.

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Net Worth:    < $300,000     Up to $1,000,000      1 to 5 Million      Over 5 Million

Life's Complexities that can be protected against
- Your beneficiary has an accident and is sued
- Surviving Spouse Remarries into fiscal irresponsibility
- Keeping your wealth in the family should your surviving spouse remarry
- Keeping your wealth in the family upon divorce of a beneficiary
- Surviving spouse needs both money and money management
- Surviving spouse has an accident and is sued

The Process we follow:      New Client               Probate                 Picking a Trustee

Some Helpful Information:     Definitions
                                                Additional Reading

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