To Trust Or Not To Trust

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To Trust or Not to Trust  

Download our FREE Booklet today to learn the many reasons why trusts have become so popular as an estate planning tool. Below are the 7 most important public reasons for incorporating trust plans into your estate distribution strategy:

  • Avoid probate
  • Transfer property & avoid estate taxes
  • Reduce estate taxes using a credit shelter trust
  • Wealth replacement
  • Avoid capital gains & benefit charitable interests
  • Protect your children from their own bad habits
  • Protect your assets in the event of a nursing home

Download your eBook now!
Better Business Bureau

Rubino & Liang, LLC.
189 Wells Avenue, 3rd Floor
Newton, MA 02359

Phone: (617) 630-8787
Fax: (617) 630-8325

© 2022 Rubino & Liang. All Rights Reserved.

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This website may contain concepts that have legal, accounting and tax implications. It is not intended to provide legal, accounting, tax or investment advice. By contacting our company, you may be offered information regarding insurance and fixed annuity products.

Ryan Marston and John Conley are Investment Adviser Representatives of Retirement Wealth Advisors, Inc. (RWA), an SEC Registered Investment Advisor. Rubino & Liang Wealth Partners, LLC and RWA are not affiliated. Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance. Past performance does not guarantee future results. Consult your financial professional before making any investment decision.

This information is designed to provide general information on the subjects covered; it is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement. Please note that Rubino & Liang Wealth Partners, LLC and its affiliates do not give legal or tax advice. You are encouraged to consult your tax advisor or attorney.

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