Trusts

A plan that works when you need it to

A trust is one of the most effective tools for protecting your assets and providing for your family, both during your lifetime and after. Unlike a will, assets held in a properly funded trust can pass to your beneficiaries without going through probate, saving your family time, expense, and stress during an already difficult moment.

Trusts aren’t only for the wealthy. They’re a practical option for Imperial Valley families who want more control over how and when their assets are distributed, added privacy since trusts don’t become part of the public probate record, and protection for beneficiaries who may need extra oversight, such as minor children or family members with special needs. Scott helps clients determine whether a revocable living trust, an irrevocable trust, or another structure fits their goals.