Elevate. Protect. Empower.
Elevate. Protect. Empower.
Secure your legacy with our comprehensive trust solutions. Family Trusts, Land Trusts, and Generational Wealth strategies designed to protect your assets and create lasting prosperity.
Schedule a Trust ConsultationThe Trust Division at Tauro Trust Firm Inc. specializes in creating powerful legal structures that protect your assets, preserve your wealth, and ensure your legacy passes to future generations according to your wishes. Our trust solutions are designed to provide maximum protection while maintaining your control over your assets.
Our Family Trust solutions provide comprehensive protection for your assets while ensuring they pass to your beneficiaries according to your wishes, avoiding probate and maintaining privacy.
Our Land Trust solutions provide specialized protection for real estate holdings, allowing you to maintain privacy of ownership while securing your property assets.
Our Generational Wealth solutions focus on creating lasting financial legacies that extend beyond your lifetime, ensuring your wealth continues to benefit your family for generations.
Our streamlined process ensures your trust is established correctly, efficiently, and according to your specific needs.
We begin with a comprehensive strategy call to understand your specific needs, goals, and assets.
We create a customized trust strategy tailored to your specific situation and objectives.
Our team prepares all necessary trust documents with meticulous attention to detail.
We guide you through the signing and execution process to establish your trust.
We assist with transferring your assets into the trust to ensure proper protection.
A revocable trust can be altered or terminated by the grantor during their lifetime, offering flexibility but limited asset protection. An irrevocable trust, once established, cannot be easily changed and offers stronger asset protection because the assets are no longer considered part of your estate. Each has distinct advantages depending on your specific needs and goals.
Assets properly titled in your trust are not subject to probate upon your death because they are owned by the trust, not by you personally. This allows for the private transfer of assets to your beneficiaries according to your trust instructions, without court involvement, delays, or public disclosure associated with probate proceedings.
Certain types of trusts, particularly irrevocable trusts with specific provisions, can provide significant protection from future creditors. The level of protection depends on the trust structure, timing of asset transfers, and applicable state laws. Our trust specialists can design a trust strategy that maximizes asset protection based on your specific situation.
The timeline for establishing a trust typically ranges from 2-4 weeks, depending on the complexity of your situation and how quickly you can provide necessary information. This includes consultation, document preparation, review, and execution. The process of transferring assets into the trust may take additional time depending on the types of assets involved.
Generally, you should consider placing most major assets in your trust, including real estate, investment accounts, business interests, valuable personal property, and intellectual property. Some assets, such as retirement accounts and life insurance, typically remain outside the trust but can name the trust as a beneficiary. During your consultation, we'll provide specific recommendations based on your asset portfolio.
Take the first step toward establishing a trust that protects your assets and creates a lasting legacy for generations to come.