Estate Planning and Trust Services – Money Stewards

Our Team

Our team at Moneystewards, know that estate planning is essential to securing your legacy and protecting your assets. It’s not just about distributing your wealth, it’s about ensuring your family’s financial security, reducing tax burdens, and making sure your wishes are honored. Our services include creating wills, living wills, and powers of attorney to guarantee that your healthcare and financial decisions are in trusted hands. We also assist in appointing guardians to ensure your loved ones are cared for by the right people.

Our Specialty

We also specialize in trust services to help manage and protect your assets both now and in the future. Our revocable living trusts allow you to control your estate while simplifying the transfer of assets to beneficiaries. For greater asset protection, we offer irrevocable trusts that reduce tax liabilities and shield your wealth from creditors. For families with special needs dependents, we provide trusts that safeguard their financial future without affecting eligibility for government benefits. Charitable trusts are also available for those looking to leave a philanthropic legacy.

At Moneystewards, we offer expert guidance tailored to your unique circumstances, making estate planning easy and efficient.

We work closely with you to create a comprehensive plan that adapts as your life changes, ensuring your legacy is secure. Don’t wait, contact us today to start planning your future and protect your family for generations to come.