Trust Services
Protecting Your Legacy Through Trust Planning
At the heart of effective estate planning is one goal - ensuring your loved ones are cared for and your assets are protected. As a seasoned wills and trust attorney based in Texas, Matt Zimmerman specializes in creating customized trusts that meet your specific needs and safeguard your legacy. With his deep understanding of Texas trust laws and a personalized approach, Matt Zimmerman ensures your estate plan reflects your values and priorities.
There are many types of trusts, each designed for a specific purpose:
- Probate-Avoidance Trust
- Asset Protection Trust
- Miller Trust
- Supplemental Needs Trust.
For instance, the Supplemental Needs Trust trust allows you to provide for a loved one with a disability without affecting their eligibility for public benefits.
Whether you're looking to streamline the inheritance process, preserve wealth, or support a loved one with unique needs, trust services by Matt Zimmerman can provide the peace of mind you're seeking. Keep in mind that trusts are not for everybody, and may have some downsides for your situation.
Why Set Up a Trust?
A trust offers flexibility, control, and security for your estate, allowing you to manage how your assets are distributed both during your lifetime and after. Here are some of the key advantages of setting up a trust in Texas:
1. Avoid Probate
A properly established trust ensures your assets bypass the probate process, saving your family time, stress, and court fees.
2. Maintain Privacy
Unlike a will, which becomes public record during probate, a trust keeps the details of your estate confidential.
3. Protect Assets for Your Beneficiaries
A trust can safeguard assets for dependents who may not yet be ready to manage their inheritance responsibly, such as minor children or beneficiaries with special needs.
4. Minimize Taxes
Depending on the type of trust, certain tax benefits may apply, reducing the financial burden on your heirs.
5. Plan for Incapacity
A trust enables you to designate how your finances are managed in the event of incapacity, ensuring continuity and protecting your wishes.
When Might a Trust Not Be the Best Option?
While trusts provide many benefits, they may not be the right solution in every situation. Here are some scenarios where a trust might not be necessary or ideal:
Limited Assets – If your estate is small and straightforward, simpler planning tools like a will may suffice.
Costs of Establishing and Managing a Trust – Setting up a trust involves initial legal fees and ongoing maintenance, which may not be practical for everyone.
Uncomplicated Beneficiary Situations – If your beneficiaries can easily inherit assets through a will without complications, a trust may not be needed.
Each situation is different, and it’s critical to consult with an experienced attorney to determine the best approach for your needs.
Work With a Trusted Attorney
Choosing the right estate planning attorney is one of the most important decisions you'll make. Attorneys Matt Zimmerman and Sydney Key provide personalized guidance and thoughtful planning to ensure your assets are protected and your family’s future is secure. With extensive experience in setting up trusts across Texas, Matt ensures every plan is tailored to your unique circumstances and goals.
Take the Next Step
Secure your legacy today. Contact Blizzard and Zimmerman to schedule a consultation and learn how a trust can benefit your estate plan.
Your future and your family’s well-being deserve expert attention. Trust our attorneys who commit to protecting what matters most.