FAMILY TRUST: Create a lasting legacy for your family. Our family trusts help you preserve wealth across generations, offering flexibility and control over how your assets are distributed and managed.

BUSINESS TRUST: Enhance your business protection and management with our tailored business trusts. Enjoy benefits like liability protection and efficient asset management, allowing you to focus on what you do best: Running your Business.

SPENDTHRIFT: Protect your loved ones from financial pitfalls. Our spendthrift trusts provide a safety net, ensuring that beneficiaries receive support without risking their inheritance to creditors or poor financial decisions.

INVESTMENT TRUST: Grow your wealth strategically with our investment trusts. Designed for long-term success, our investment trusts provide diversification and professional management to help you achieve your financial goals.

CHARITABLE TRUST:

Protect the legacy of your non-profit with a charitable trust that allows donors to support charities while benefiting from tax and estate planning advantages.

At Covenant Estate Planning we have many more Trust Solutions to choose from based on your individual or business needs. Through Covenant Estate Planning’s Life Insurance Partner Collaborations, We Can Refer You For Life Insurance Solutions That Can Assist You In Creating Generational Wealth That Works In Concert With Your Customized Estate Plan. This Often Involves Adding Specially Designed Cash Value Insurance Policies That Not Only Fund Your Trust But Allow You To Become Your Own Bank.

The Infinite Banking Concept is a financial strategy that involves creating Your own personal banking system by leveraging a whole life insurance policy’s cash value. By borrowing against the policy’s cash value, individuals can access their funds to finance various expenses while maintaining the potential for tax-advantaged growth and control over their financial decisions and estate planning. Our firm also assists its estate planning clients with estate and trust administration and valuable tax and tax resolution services.

Helping Clients Prepare Effective and Personalized Estate Plans and Trust You Need to Protect Your Legacy.

At Covenant Estate Planning LLC., our attorneys and staff assist individuals, families and business owners with estate planning. Our company was created with the goal to provide excellent personalized representation.

Providing Integrity and Trust:

We have established a trusted, and respected reputation for providing exceptional, professional service to our clients. With over twenty years of experience in the Insurance Industry Covenant Estate Planning was birth from Taplin Financial LLC and the Elise Financial Group LLC to assist individuals, families and businesses with Estate Planning and establishing Common Law Trust.

Most People Think Trusts Are Only for The Rich:

The problem with this way of thinking is that it actually compounds the gap between the rich and poor. At Covenant Estate Planning we believe everyone should have a Trust and we make it easy to afford. A Properly Set Up Trust Can:

● Help you avoid probate court and fees

● Give you more privacy

● Protect your assets and property from creditors and lawsuits

● Help you reduce the amount of taxes you pay

● Prevent the government from seizing your assets and property