A Trust is a powerful estate planning tool that offers flexibility, privacy, and control over how your assets are managed and distributed. Unlike a Will, a Trust can take effect during your lifetime, helping you avoid probate and streamline asset management for your loved ones. At Johnson/Turner, we specialize in helping clients create Trust-Based Plans tailored to their unique needs, ensuring their legacy is secure and their goals are met.

What Is a Trust and Why Should You Consider One?

A trust is a legal arrangement where a trustee holds and manages assets on behalf of beneficiaries according to the terms you set. Trusts can provide:

• Probate Avoidance: Skip the lengthy and costly probate process.
• Privacy: Unlike wills, trusts are not public record, keeping your estate matters confidential.
• Control: Dictate how, when, and to whom assets are distributed.
• Tax Benefits: Reduce estate taxes with strategic trust planning.
• Asset Protection: Safeguard assets from creditors or lawsuits.

When Is the Right Time to Create a Trust?

The best time to establish a trust is before you need one. A trust ensures that your assets are protected and managed according to your wishes during your lifetime and after. Whether you’re planning for your family’s financial security, minimizing tax burdens, or safeguarding assets for future generations, starting early allows you to fully benefit from the flexibility and protections trusts offer. Johnson/Turner is here to guide you in creating a plan that adapts to your life’s changing needs.

Types of Trusts

• Revocable Trusts: Flexible trusts that allow you to amend or revoke terms during your lifetime.
• Irrevocable Trusts: Fixed trusts offering significant asset protection and tax benefits.
• Special Needs Trusts: Protect benefits for loved ones with disabilities while providing additional resources.
• Charitable Trusts: Support causes close to your heart while offering tax advantages.

Secure Your Legacy with a Trust Today

At Johnson/Turner, we make trust creation seamless and accessible. Our experienced attorneys will walk you through every step, helping you protect your assets, provide for your loved ones, and preserve your legacy.

Contact us at (651) 427-1473 or schedule a consultation online.