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“Money is the opposite of the weather. Nobody talks about it, but everybody does something about it.”

- Rebecca Johnson


 
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Trusts

A Trust is a legal arrangement where an individual (grantor) gives control of their property to a Trust. The grantor names a trustee and a beneficiary.

A Trust comes in many forms and each has its benefits. The importance of any Trust is that it gives you control over the distribution of your estate. Trusts allow you to safely transfer ownership of your property and assets.
Provide for minor children.
Management of assets.
Avoidance of probate.
Reduction of taxes.

Kelly Financial will review your unique circumstances and help you decide if a will, trust or some variation is the proper solution to your Estate Planning needs.