I always tell my clients a trust should be viewed not as a document but more as a family constitution. Considerable thought should be put into the trust, the structure, management,  but most importantly the why. Why is this trust important to you and your family. We can help you with the structure, selecting the best trustee, and we can help guide you with questions to help you develop the why. The why needs to come from the vision you have for your loved ones, or maybe the organization or charity that you feel so strongly about.

Trust and tax planning is so crucial, without it an estate can be wiped out by  tax, unintended events and suddenly the very people you want to help and protect have nothing. Tax and estate tax laws change on a regular basis, and that needs to be considered in the estate planning process. 

Bush Capital Management is here to assist and help you build the  best team of estate attorney’s, accountants and the crucial trustee and asset manager.