Plan Wisely And Carefully To Ensure Your Trust Performs Its Intended Purpose

A carefully thought out trust can give you and your loved ones peace of mind. Putting one or more trusts in place can reassure you that your property is protected in case you are no longer able to manage it because of incapacity or death. Planning with the help of a knowledgeable lawyer can provide you with reassurance that your assets will continue to serve their intended purposes even beyond your lifetime.

For several decades, Wayne P. Marsh, PLC, in Sun City has helped Arizonans select, create and fund trusts, including:

  • Revocable or living trusts
  • Irrevocable trusts
  • Stand-alone trusts and trusts that are incorporated into wills
  • Special needs trusts
  • Generation-skipping trusts
  • Gun trusts and pet trusts

He is ready to meet with you in Sun City or in a satellite office near your location.

You Can Avoid Probate In Most Cases Through Trust Planning

With our guidance, you can avoid common mistakes and put a complete estate plan in place, including trusts. We are prepared to help you design a trust agreement that can be as simple as benefiting a sole individual or be more complex, including tax planning and creditor protection. We are also equipped to take on duties for administering your trust or trusts, including:

  • Distributing funds to your loved ones as stated in your trust agreement
  • Managing your assets, taking inventory and paying any debts (including taxes)
  • Safeguarding and investing the income in your trust
  • Ensuring that you and your intended beneficiaries understand the trust agreement and how it works
  • Advising in any areas requiring decision-making while staying impartial in judgment throughout
  • Acting in the best interests of your trust's beneficiaries at all times.

Benefits Of Creating And Maintaining A Trust

A trust can secure the future of all your hard-earned assets and wealth, and efficiently manage it when you are no longer able to do so or no longer living. Through effective trust administration, you can expect the following results:

  • Your income and principal can increase through the hands of experienced, knowledgeable trustees and their investment expertise.
  • If you are ill, cannot manage your affairs or simply want to travel the world, you can know that your assets are well-protected and effectively managed.
  • Your trust will not be disrupted by probate proceedings upon your death. Instead, your assets will be swiftly and effectively distributed to your loved ones according to your trust agreement.
  • Your trust can be centrally controlled, avoiding delays and wrongful allocation of assets.

Find Out How To Set Up Your Trust Without Further Delay

Many clients elect to have our firm administer their trusts. In this way they can provide for their families as intended without burdening them with responsibilities they are not prepared for. We can administer your trust for you. Email us or call 623-688-5128 (or 888-251-5153 toll free). Ask for a free initial consultation with attorney Wayne P. Marsh in Sun City. Put your mind at ease, knowing your future and your loved ones' future will be well-protected.