Thinking about creating a trust or an estate plan may seem unnecessary for many individuals. However, utilizing trusts in your estate planning can assist with many personal objectives other than tax savings alone. There are several types of trusts with different criteria based on when they are created, whether for the benefit of various individuals upon death, age attainment, for a certain number of years, to provide income either annually, or at the trustee discretion or based on a percentage of assets, among others. The type of trust to establish will depend upon your needs and wants for the trust.
Learn more about trust and estate planning by downloading our brochure below.
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