A properly funded living trust moves your estate to your family without courts, delays, or public records.
A revocable living trust holds your assets during your life and hands them to the people you chose at your death, without probate. While you’re alive, nothing changes: you’re the trustee, you control everything, and you can amend or revoke it whenever you want.
A trust only controls what it owns. The document is half the job; retitling your accounts, home, and other assets into the trust is the other half, and it’s the half DIY trusts almost always skip. An unfunded trust is an expensive folder. Funding guidance is part of every trust engagement we take.
For some married couples, a marital property agreement can pass everything to the surviving spouse without probate at the first death, a simpler tool that exists only in Wisconsin. We’ll tell you when that fits and when a trust is the better answer.
Irrevocable trusts trade control for protection, most often as part of long-term care planning done ahead of Medicaid’s five-year lookback. They’re powerful and they’re permanent, which means they’re right for specific situations, not everyone. If yours is one of them, we’ll say so plainly.
Thirty minutes, no obligation. You’ll leave knowing exactly what your family needs and what it costs.