Home, 401(k), Life Insurance... Yes, You Can Trust It All
Why You Need a Trust
If you own a home, have a 401k, life insurance, savings, or any other valuable asset — you need a trust. It’s not just for the wealthy. It’s for anyone who wants to protect their family, avoid court delays, and stay in control.
When someone passes away without a trust, their family often ends up in probate court — a public, stressful, and expensive legal process. Probate can take months (even years), cost thousands in legal fees, and cause unnecessary conflict among family members.
A revocable living trust allows you to:
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Stay in control of your assets while you're alive
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Ensure your loved ones receive what you intended — without court interference
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Keep everything private, efficient, and peaceful
Setting up a trust is one of the most thoughtful, loving decisions you can make.
It brings peace of mind today… and peace for your family tomorrow.
Trust It All
01
Real Estate (Your Home or Rental Property)
A trust keeps your home or any real estate out of probate.
That means when you pass, the property goes directly to your chosen heir(s) — no court delays, no drama, and no judge deciding what happens.
03
Power of Attorney (POA)
A POA gives someone the legal right to make decisions while you're alive but incapacitated.
Combined with a trust, it ensures your finances and healthcare decisions are handled smoothly without court interference.
05
Annuities
Placing an annuity into a trust allows for controlled payouts, protection from creditors, and easier handling for heirs.
It’s also a great way to ensure the remaining balance is passed on as you intended.
02
Wills
A will only takes effect after probate and is public.
A trust, on the other hand, works immediately upon death and keeps your instructions private and enforceable — no court needed.
04
Trust (Revocable Living Trust)
This is the core of your estate plan.
It holds your assets while you’re alive, and transfers them automatically to your heirs when you pass.
You stay in full control the entire time — and no probate is needed.
06
Life Insurance
Placing your life insurance in a trust ensures the payout is protected, private, and directed exactly as you wish — especially helpful if your beneficiaries are minors or need financial guidance.