Concerned about what will happen to your assets after your death? At The Law Office of Polly A. Tatum, we are here to help you take control of your assets by setting up a trust, which serves to avoid probate after your death. Because the assets placed in a trust are able to pass outside of probate, it saves time, court fees, and may reduce estate taxes.
Interested in establishing and administering a trust? Contact The Law Office of Polly A. Tatum at (508) 795-1557 today to get the process started.
Hi, my name is Polly Tatum…
As with most things in life, the more prepared you are, the better off you’ll be.
Whether you are planning for divorce or need an estate plan, you have come to the right place.
I can help you too.
A trust is a fiduciary agreement between a third party (“trustee”) who holds assets on behalf of a beneficiary or beneficiaries. There are numerous types of trusts, but the main goal of any trust is to organize your assets and protect your wealth. A trust differs from a will, as it allows your beneficiaries to gain access to any assets more quickly than they might otherwise if they were transferred through a will. The main difference between a trust and will is a trust can go into effect any time, whereas a will goes into effect after you die.
Although you can educate yourself about trusts and other forms of estate planning, you can hardly expect to be an expert without the years of law school and practice behind you. At The Law Offices of Polly A. Tatum, we have the ability to draft all the necessary paperwork for you by the corresponding deadlines, and amend them whenever necessary. If you have questions about trusts, please contact us for a strategy session.
Interested in establishing a trust? Call our estate planning lawyers in Worcester at (508) 795-1557 or contact us online to book an appointment.
Hi, Polly here. Please book a time we me so we can get crystal clear on how to overcome whatever it is in the way of living the life you truly want... click below to get started: