Our Service Details
Insurance Trust
Service Overview
Insurance Trust
Unlock the full potential of your insurance proceeds with the Insurance Trust—an instrumental tool designed to protect, preserve, and strategically leverage your assets for the benefit of future generations.
Insurance Trust Helps:
Incapacity Planning
Navigate incapacity concerns seamlessly by incorporating provisions within the trust to address potential challenges.
Mitigating Risks for Insurance Nominees
Protect insurance nominees from potential risks associated with receiving a lump sum, ensuring a more secure and strategic distribution.
Minors
Address the unique financial needs of minors by incorporating provisions within the trust that ensure their well-being and financial security.
Creditor and Bankruptcy Issues
Shield beneficiaries from creditor claims, bankruptcy issues, and divorce claims through the protective measures offered by the Insurance Trust.
Spendthrift Children
Safeguard the financial interests of spendthrift children by establishing controls within the trust to manage and distribute assets responsibly.
Special Needs Dependents
Provide specialized care for dependents with special needs by tailoring trust provisions to address their unique financial requirements.
