10/22/2026
🌳 Let’s Talk Trusts!
We’re frequently asked: “How much money do I need to have for a trust to make sense?”
The answer may surprise you! đź’ˇ
There’s no magic dollar amount that makes a trust the right choice. It all comes down to your goals and what you want your estate plan to accomplish.
For example:
• Is avoiding probate important to you?
• Do you have young beneficiaries or loved ones who may need help managing an inheritance?
• Are you planning for a blended family?
• Do you have a loved one with special needs?
These are just a few of the factors we consider when helping clients decide whether a trust makes sense.
Today, trusts are usually less about minimizing estate taxes and more about control, flexibility, and protecting the people you love.
Think of a trust as your own “book of instructions” for how your finances should be managed during your lifetime and after your death—rather than relying on Ohio’s default rules.
And it’s not uncommon for someone to come into our office thinking they only need a Will, only to discover that a trust may be a better fit for their goals!
✨ The bottom line? You don’t have to be wealthy to benefit from a trust. You just need to know what you want your estate plan to accomplish.
