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Creating Trusts To Protect Your Assets

At W.R. Stewart & Associates, S.C., we help clients develop comprehensive estate plans, which often include the use of trusts or living trusts to avoid the high cost of probate and minimize estate taxes. Together, our lawyers have more than 75 years of experience helping our Wisconsin clients create legacies for the future.

Our attorneys develop estate plans that combine the use of effective wills, trusts, living trusts and other estate planning instruments to help our clients prepare for their families’ futures.

Our goal is to preserve your hard-earned wealth while addressing your long-term needs and goals. Contact us today for innovative, personal and effective service.

What Type Of Trust Do You Need?

Our estate planning lawyers will work closely with you to identify your needs, address any concerns, and recommend a trust that will help you meet your goals. We can help you set up any of a variety of trusts:

  • Marital trusts help couples avoid unnecessary estate taxes by transferring the title of their property to the trust for the benefit of the surviving spouse.
  • Revocable trusts give trustors the chance to change or cancel their trusts during their lifetimes.
  • Special needs trusts offer a valuable opportunity for parents to designate funds for long-term medical care, in-house assistance and other services for children and other family members with disabilities.
  • Charitable trusts and charitable remainder trusts provide an opportunity to leave a legacy for a charity or cause while providing important tax benefits.

A Living Trust Can Provide For You Now And Protect Your Future

In a living trust, the title of your property is permanently transferred to the trust entity, to be used for your benefit. Generally, you can be both the trustee and the beneficiary of the trust during your lifetime. Since the property is no longer in your name, it does not need to go through the probate process upon your death.

As part of a comprehensive estate plan, a living trust can help you avoid probate while retaining possession of your property. When you pass away, the assets you worked hard to acquire will transfer seamlessly to your loved ones or other beneficiaries.

Contact Us Today

At W.R. Stewart & Associates, S.C., we are committed to helping you protect your assets now and maximize the assets you pass on later through sound estate planning and asset preservation. Call our Madison office today to schedule a consultation: 608-509-9049.