A Trust Plan – both a Will Trust and a Lifetime Trust – legally manages one’s asset distribution during life and after death. Creating a Trust Plan ensures the wishes of an individual are followed and their assets are transferred to the chosen beneficiaries while minimising potential estate taxes and probate costs.
Trust planning is a specialised area of law. At Cohen Knights, we have a dedicated team of experts that can help you navigate the legalities of Trust Planning. If you wish to prepare for your later life and are conscious of asset protection, care fee mitigation, or tax planning, then we can provide the correct Trust for your needs.
Key Benefits of Trust Planning
Trust planning offers control over asset distribution, avoids probate delays, reduces tax liabilities, and ensures a smooth transition of wealth to your chosen beneficiaries.