…in the sure and safe knowledge…
We have all worked hard to achieve our own level of financial independence and want to ensure that those assets are protected at all times. A will does this on your behalf in the event of your passing. However, a Living Trust does this during your lifetime and safeguards your assets whilst still allowing you access to their benefits.
A Living Trust is set up, with Trustees of your choice, who control your money and / or assets through a legally binding agreement. Your Trustees control the trust property but only for the benefit of you and your nominated beneficiaries. You can choose which assets are included such as your house, investments or savings – and you have the freedom to change them as you require.
Living Trusts are particularly useful and give peace of mind to support family members who may be unable to manage their own finances and to you; should the time arise when you can no longer attend to your own affairs.
By setting up a Living Trust, you are not signing away your home or money – you are simply placing certain parts of your estate into Trust to retain control and ownership of them during your lifetime. You can still move home, draw down funds and have the holidays you’ve always wanted.
Brynel Estate Planning work with you at every stage; to recognise who would be a suitable Trustee, identify the assets to be placed into the Living Trust and organize the paperwork on your behalf. We aim to bring you peace of mind – safe in the knowledge that your effects are being looked after by people who you trust.
