About
Trusts
Secure your assets and provide for your loved ones with tailored trust solutions designed to meet your unique needs.
At Legacy Trust & Capital Partners, we offer expert trust planning services to help you protect your wealth, reduce tax liabilities, and ensure your assets are managed and distributed according to your wishes. Trusts provide a flexible and reliable way to achieve your financial and estate planning goals.
Benefits of Trusts
- Asset Protection: Shield your wealth from creditors, lawsuits, and unforeseen risks.
- Tax Efficiency: Minimize estate taxes and preserve more of your assets for your beneficiaries.
- Control and Flexibility: Specify how and when your assets are distributed.
- Continuity: Avoid probate and ensure a smooth transfer of assets to your heirs.
Types of Trusts We Offer
- Revocable Living Trusts: Maintain control of your assets while planning for the future.
- Irrevocable Trusts: Protect assets and achieve significant tax advantages.
- Specialized Trusts: Tailored solutions such as charitable trusts, life insurance trusts, and more.
Expert Guidance
Our experienced team will help you determine the best trust options for your goals. We ensure your trust is set up properly, legally compliant, and aligned with your broader financial plan.
Partner with Us
Take control of your legacy with trust solutions from Legacy Trust & Capital Partners. Protect your assets and provide for future generations with confidence.