Benefits to a Trust Based Estate Plan
Updated: Feb 10
There are many benefits to utilizing a Trust Based Estate Plan:
Total Control of Process
Tax Planning Considerations
All of these benefits offer lots of protection and can provide peace of mind during large-scale changes in your life. With a trust in place, you can easily weather unforeseen circumstances, such as a catastrophic illness or divorce, knowing that your assets are protected. It also ensures their preservation when taking a next step to achieve your personal planning goals. This can include remarriage or creditor protection.
*Not Intended as Legal Advice. For advertising purposes only.