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Using Trusts To Help Your Family

Last updated on June 8, 2022

Trusts are an important estate planning tool that can minimize your tax penalty and pass wealth on to the people you love. Many people are not aware of the many trusts available that they can use in their estate planning. The options are so complex that you may quickly feel overwhelmed.

At Alpert Law, P.A., I can help you make sense of trusts and use them to your advantage. As an experienced and reputable estate planning and family law attorney, I help my clients use estate planning tools to help the people they love. Whether your estate is simple or complex, we can work together to find tailored solutions that meet all your goals.

What Are My Options Regarding Trusts?

Most people can narrow down their choices to a few common estate planning trusts. Some of the most popular options include:

  • Revocable trusts: This allows you to stay in control of the assets in the trust or revoke the trust.
  • Irrevocable trusts: Once you create an irrevocable trust, no one can alter its terms – including you.
  • Testamentary trusts: Through your will, you can have a testamentary trust established after you die.
  • Charitable trusts: You can leave assets or property to a charity of your choice through a charitable trust.

Speak with me to learn about even more options and decide which ones are best for you.

Why Should I Revisit My Trusts Regularly?

Even if you already have an estate plan in place, you should revisit and revise it if you have recently gone through a family law issue. You may want to adjust your beneficiaries, move assets around or remove assets entirely. I can help you adjust your trusts and other estate planning documents to ensure that they suit your current needs.

Speak With Me About Your Options Today

I can help you protect your family’s future by incorporating a trust into your estate plan. To schedule a consultation, please contact me, Liz Alpert, at my law firm in Sarasota by calling 941-584-9501 or sending me an email.