Often, people I work with admit they do not put their estate plan as a high priority in life.  This priority changes with certain life events.  Sometimes it is the encouragement of adult children to their ageing parents, other times it is the sudden death of a close fried who is a young mother, and other times it is the second marriage that encourages clients to put their affairs in order before enjoying a second relationship.  These are some key events in life that substantiate setting up your estate plan.

The living trust is a flexible instrument that can be customized to help in many life events.   The trust can be used by parents of young children to designate who will raise their children and direct money to support them.  A living trust is a necessary instrument for any family wanting to simplify affairs after passing and to avoid costly court proceedings. Also, a trust provides peace of mind for those who find love again and remarry.  It ensures assets accrued before the second marriage is there to care for your cherished spouse and secures the financial legacy for your children. 

No matter what life challenges you are facing, estate planning is a meaningful resource that can bring you peace of mind and secure your financial legacy for your family and children.  To discuss how a trust can help you and set up and appointment, call Matthew Ekins (435) 628-1682.