Trusts & Estate Planning
Why You Need a Trust
A Family Trust is one of the most powerful tools for protecting your wealth and ensuring a smooth transfer of assets to your loved ones. Whether you’re planning for the future or managing current assets, a Family Trust gives you control, flexibility, and peace of mind.
Advantages of a Family Trust
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Shield assets from legal claims & creditors
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Avoid lengthy and expensive probate
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Maintain privacy for your estate
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Reduce estate and income taxes
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Protect children with special needs
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Protect valuable assets from inheritance taxes
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Include medical directives
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Provide your family peace of mind
Ascend’s Trust Services
- Initial set-up and interview
- Trust design and consultation
- Legal document preparation
- Asset transfer and funding
- Ongoing support
We handle the complexities so you can focus on  protecting your legacy and your loved ones.
Probate Exposure Gauge
Ascend’s proprietary probate exposure gauge considers all your assets, courts costs, and other third-party fees the court requires during the probate process. Add to that the fact probate lasts an average of 2 years, and your heirs are looking at a considerably stressful time to settle your estate.