A trust ensures that your worldly possessions and assets are gifted to the people and organizations of your choice in the event of your death. Unlike wills, trusts are private documents.
There are many types of trusts, and trusts can often involve complex financial management that spans many years. At Brown Gilkey & Associates, PC, we have the knowledge and experience to create a trust that protects you and your family members for generations to come.
Your Will should be updated when major changes take place in your life. This may include getting married or divorced, having children, purchasing or selling property, retiring from your job, or if a loved one passes on. Even without major life changes, it is important to review your Will periodically (usually every 3 years) to compensate for changes in tax laws.