Estate Planning

Estate planning is more than just drafting a will. It’s about taking control of your financial future and making thoughtful decisions to protect your loved ones.

Types of Trusts

Trusts are a versatile tool in estate planning, offering various benefits and applications. Here are some common types of trusts:

Revocable Living Trust: Allows you to manage your assets during your lifetime and specify how they should be distributed after your death. It can be amended or revoked at any time.

Irrevocable Trust: Once established, it cannot be altered or revoked. It offers significant tax benefits and asset protection.

Charitable Trust: Enables you to support charitable causes while receiving tax benefits and potentially providing income to your beneficiaries.

Special Needs Trust: Ensures that a loved one with special needs is provided for without affecting their eligibility for government benefits.

How We Can Help

At West McCandless Group, our experienced estate planning professionals are dedicated to helping you create a comprehensive plan that meets your goals. We will work with you to:

- Understand your financial situation and objectives.
- Develop a tailored estate plan that reflects your wishes and maximizes the value of your estate.
- Educate you on the different types of trusts and their benefits.
- Implement strategies to minimize taxes and protect your assets.

Start Planning Today

Don’t leave your legacy to chance. Contact us today to schedule a consultation with one of our estate planning experts. We’ll provide personalized advice and help you create a plan that ensures your assets are managed and distributed according to your wishes.