Trusts
Estate Planning
Protect your assets now to protect your family later.
Understanding the different kinds of Trusts and how to best implement them can seem overwhelming. At Nathan Ziegler & Associates, our associates can answer questions and help you make informed and confident decisions to protect your family and your estate.
Our Trusts services offerings include:
- Asset Protection Trusts
- Irrevocable Trusts
- Revocable Living Trusts
- Special Needs Trusts
- Charitable Trusts
The role of Trusts in Estate Planning
Benefits
Trusts are an effective estate planning tool to protect assets during the process of asset distribution after someone passes away.
Minimize Taxes
Avoid paying more taxes than necessary with a strategically implemented Trust.
Avoid Probate
Establish a Trust to help bypass the tedious and public process of probate.
Protect Assets and Beneficiaries
Protect your assets during your lifetime—or for your loved ones once you pass—from threats like divorce, lawsuits, bankruptcy, and incapacity.
Protection for the Unplanned
Effectively deal with unforeseen circumstances including incapacity, special needs, addicted or immature beneficiaries, or untimely death.
How It Works
Peace of mind is closer than you think
These conversations can seem overwhelming and intimidating; we’re here to empower you with answers and options.
Request a Consultation
Meet with one of our quality and caring associates to ask questions, discuss your options, and plan for the future.
Get a Tailored Plan
Our associates will develop a plan specifically tailored to the needs of you and your family.
Rest Assured
Enjoy your second half of life with the peace of mind knowing your assets and the future of your family are taken care of.
Ready to plan and protect your future?
Request A ConsultationFrequently Asked Questions
Conversations surrounding Trusts can seem intimidating. Let us answer your questions and provide you with peace of mind.
What is a Trust and how do Trusts work?
A Trust is a legal entity in which one party (the trustmaker) gives another party (the trustee) the right to hold and control property for the benefit of a third party (the beneficiary). Like an individual, a Trust can own, buy, and sell accounts and property, as well as distribute income. Learn more about Trusts.
Why do people create Trusts?
Many people choose to create Trusts to protect their savings and quality of life now and ensure the inheritance they leave behind makes it safely into the right hands after they pass.
Deepen your understanding of Trusts with these articles in our content library
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