Trust & Estate Planning

Protect What You Build, Transfer What Matters

Irrevocable trusts are our signature expertise. We help clients understand and implement trust structures that protect assets, minimize tax exposure, and ensure smooth generational transfers. From revocable living trusts to irrevocable life insurance trusts, our estate planning framework covers the full spectrum of legacy protection tools — always in coordination with qualified legal and tax professionals.

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Trust & Estate Planning
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What You Get

Service Features

Irrevocable trust design and implementation
Revocable living trust setup
Irrevocable life insurance trusts (ILIT)
Charitable remainder and lead trusts
Estate document preparation guidance
Generational wealth transfer strategies
Powers of attorney and healthcare directive coordination
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Common Questions

Frequently Asked

What is an irrevocable trust?

An irrevocable trust is a trust that cannot be modified or dissolved without the consent of the beneficiary. It removes assets from your taxable estate while still allowing strategic control through trust design.

Do I need an attorney to set up a trust?

Yes. We work alongside your attorney and tax professional to design the right trust structure for your goals. Pryor Financial handles the financial strategy; your legal team handles the legal execution.

When should I start estate planning?

Now. Estate planning is not about age — it is about having assets worth protecting and people worth protecting them for.

Where dreams become ambitions, ambitions become goals, and goals become achieved.

This is general information about trust structures. Trust and estate decisions should be made with a qualified attorney and tax professional.