To Trust Or Not To Trust


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