Trusts are powerful tools for preserving wealth, protecting privacy, and ensuring your assets are passed on according to your vision — but the options can be complex. At Jeffords Anthony, we work closely with clients to create tailored trust structures that align with their family goals, business realities, and tax planning needs. Whether you need a revocable trust for flexibility, an irrevocable trust for asset protection, or a charitable structure for long-term giving, we’ll help you select and structure the right tools with clarity and confidence.
Trusts
trust services offered at Jeffords Anthony
-
-
-
-
-
-
-
-
-
Item description
Trust planning isn’t just about paperwork — it’s about precision, timing, and the ability to navigate legal and tax intricacies. At Jeffords Anthony, we bring a rare combination of technical depth and personal attention to each client relationship. Our attorneys have experience implementing advanced trust strategies, from charitable lead trusts to IRA-specific vehicles, and we tailor every plan to the individual’s financial landscape and long-term goals. We don’t overcomplicate — we clarify, protect, and deliver peace of mind.
why choose Jeffords Anthony
why choose Jeffords Anthony
common questions regarding Trusts
-
A revocable trust allows you to maintain control and make changes during your lifetime, while an irrevocable trust generally cannot be altered — but offers stronger asset protection and tax benefits. We help you decide which structure fits your goals.
-
An Irrevocable Life Insurance Trust (ILIT) holds life insurance policies outside of your taxable estate, which can reduce estate tax liability and protect proceeds from creditors. They’re ideal for clients with significant estates or liquidity concerns.
-
Yes. Trusts like Charitable Remainder Trusts (CRT) and Charitable Lead Trusts (CLT) allow you to support causes you care about while also gaining tax advantages and maintaining income or control during your lifetime.
