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Trusts and Estate Planning Services
TRUSTS
Trusts are an important part of estate planning and offer the most expedient and flexible way to transfer assets to beneficiaries, often with significant tax benefits. Your assets pass to your family or any other beneficiary you choose, at the time you choose, without the need of court intervention. Because they don't go through the probate process, trusts help beneficiaries receive assets more quickly than they would through a will.
WILLS
A will ensures that your wishes are followed and that your estate is handled according to your instructions, rather than default laws. A will outlines how and to whom you want your assets distributed and other matters to be handled after your death. Unlike trusts, wills go through the probate process and assets don't transfer immediately.
DaVinci Tax Group 2025
Drop us a line any time for more information or schedule an appointment.