The Mundheim Firm

Start Planning Today 817-479-0076

The Mundheim Firm

You Deserve An Estate Plan As Unique As You

  1. Home
    2.  » Trusts

Protecting Your Future With A Trust

When you have amassed significant assets in life, you need to be sure you create an estate plan that can protect those assets after you pass on. There are many types of trusts that are available that can help you safeguard your estate while meeting the unique needs you have in your estate planning.

At The M Firm, we take the time necessary to review the needs of our clients so we create personalized estate plans for them. We are firm founders Marla and Paul Mundheim, and instead of just telling our clients what to do, we provide them with the options that are available to them and explain what those choices mean for them.

Creating A Trust In Confidence

Too many people make the mistake of opening a basic trust and transferring their assets into it without considering what other trust options are available to them. Choosing the right trust through advance planning for tax protection can lead to significant benefits. We can discuss establishing trusts such as:

  • Irrevocable life insurance trusts (ILITs)
  • Generation-skipping transfer tax planning (GST)
  • Spousal lifetime access to trusts (SLATS)
  • Qualified personal residence trusts (QPRTs)

One of the primary differences between trusts and wills is that a trust takes effect once the trust has been signed, and a will is only effective once the testator dies. Proper planning also ensures that the estate administration process will resolve with as little complication as possible.

As Texas trust attorneys, we have extensive knowledge in real estate law and asset protection that we use to your advantage in the trust creation process. Additionally, we can also help you update your trust after major life events like marriage, divorce, adoption and childbirth.

Leave The Hard Part To Us

Instead of worrying if you are properly looking after your future, let a skilled team of estate tax protection attorneys help you create a trust that meets your unique needs. Call us at 817-479-0076 or email us here to schedule your initial consultation today.