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Trust Reviews

The attorneys of The Law Offices of David L. Carrier are now providing Trust Review services. If you’ve experienced any of the following life changes, a review of your trust is in order:

  • Has it been more than 2 years since your Estate Plan has been reviewed by our office?
  • Have you experienced changes in your health?
  • Are you or a loved one in Hospice Care?
  • Have you bought or sold real estate since establishing your trust?
  • Have your finances changed? Have you received an inheritance, won the lottery or suffered a financial setback?
  • Do you want to change who makes your medical decisions if you are no longer able?
  • Do you want to change who oversees your finances?
  • Do you want to change distribution of assets?
  • Has there been a change in your beneficiary line up?
  • Is your Trust properly funded?
  • Have you experienced divorce or marriage?
  • Have you had children?
  • Have you started a new business?

… or do you like oatmeal raisin cookies?

Call (616) 361-8400 to schedule your Trust Review today

The Benefits of a Family Trust

Avoiding Probate

Probate is the legal process in which a Norton Shores probate court will oversee the distribution of an estate’s assets. Generally, it is desirable to avoid probate when possible. The process can sometimes be expensive, lengthy and it is also public. A big benefit of a family trust is that it allows you to pass assets to your relatives without going through probate. You will usually be able to have a faster, simpler, more private process.

Flexibility and Control:

A family trust is extremely flexible and you will always be able toretain full control over it. Life is unpredictable, and there is always a chance that your needs might change. An experienced estate planning attorney can help you quickly update the document whenever your needs change. There are no limits to the changes you can make to a family trust, so you do not need to worry about making a permanent commitment when establishing a trust.

Limiting Estate Taxes

In some cases, a family trust may allow you to reduce your estate tax burden. This depends entirely on your individual circumstances. If you have a substantial amount of assets, an experienced Michigan estate planning lawyer should always comprehensively review the tax implications of your situation.

Contact our Office Today

If you would like to take charge of your family’s financial decisions today by hiring a trust attorney, Grand Rapids, MI based Law Offices of David L. Carrier, P.C. can walk you through the process.

For more answers to your questions contact us today!

(616) 361-8400

Preserve what you own. Protect what you value.

Reserve Your Seat today for one of our Grand Rapids Free LIFEPLAN™ Workshops!