Trust & Estate Planning

A living trust serves as a financial roadmap for your estate, offering safeguards in the event of illness or incapacity. Our team is here to assist with managing your financial affairs while you're alive, alleviating the complexities of day-to-day financial responsibilities through comprehensive services tailored to your needs.

Settling a loved one’s estate or trust can feel overwhelming. A clear plan ensures smoother transitions and minimizes stress for your family. Our team can step in as a neutral third party, handling administrative tasks and ensuring that your wishes are carried out with care and professionalism.

Charitable trusts provide a way to align your financial resources with your philanthropic goals. Our experienced professionals collaborate with your attorney and tax advisor to help explore options that suit your charitable intent. Depending on your preferences, these strategies may offer potential tax advantages, residual benefits, or payments to you or your family.

Irrevocable trusts are a versatile tool in estate planning, offering benefits such as reducing estate taxes, protecting assets, and creating customized provisions for specific needs, including those of a family member with special considerations. Our team works closely with you to explore how this approach aligns with your financial objectives.

By partnering with Peoples Trust, you gain access to a dedicated team committed to helping you navigate the complexities of trust and estate planning with confidence and clarity.