Establish the orderly distribution of your assets after you die by hiring Lewis & Loeliger for trust planning in Oklahoma City, OK. Setting up an unquestionable trust is an excellent way to protect your property and other assets from whatever life throws your way. They help to shelter your money from income and estate taxes, allowing them to be used more effectively in the future for expenses such as education, medical bills, and charitable donations. Call today to find out exactly how a trust can work in your advantage.
Why Set Up a Trust?
Trusts are a legal construct that “holds” property and assets for the benefit of an individual or group of individuals. Our will and trust law practice makes sure that no single member of the trust can act with the money in such a way that negatively impacts other members of the trust. This makes them perfect for ensuring larger assets are evenly divided among children. Contact us today for help establishing trusts for the following assets:
Large Sums of Money
Land or Houses
Effective Trust Planning Services
Trusts offer you a variety of other advantages, such as keeping financial information off of the public record and setting money aside for children so that they cannot spend it too frivolously. Call us today to schedule an appointment so that we may go over your options together.
Contact us when you need help planning and drafting a trust. We are proud to help residents of Oklahoma City, OK.