Family Trust

Attend Our Trust Workshop

 Tuesday July 15 & Thursday July 17
Frisco Public Library
8000 Dallas Parkway, Frisco TX

RSVP Here
ascend financial

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

  • Shield assets from legal claims & creditors

  • Avoid lengthy and expensive probate

  • Maintain privacy for your estate

  • Reduce estate and income taxes

  • Protect children with special needs

  • Protect valuable assets from inheritance taxes

  • Include medical directives

  • Provide your family’s 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.

ascend financial
Schedule Consultation

Schedule a Probate Cost Estimate consultation to determine if a Trust is the right strategy for your legacy.