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