Create a Personal Trust

As part of your estate plan, you may find it advantageous to set up a Personal Trust  for probate advantages, tax efficiency, to provide for underage children or a disabled loved one, or other reasons. We can help you to establish and manage an appropriate type of trust  to achieve the greatest benefit to both your estate and the beneficiary of the trust.


Contact Info

Call Us:  802-425-2076

294 Clark Road
Charlotte, VT 05445


Planning Briefs

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