Discover How Living Trusts Can Be Critical to Estate Planning

Information on Trusts Can Help You Establish Your Trust

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Many people believe that their Will alone is enough to avoid Probate. That’s just not the case. Assets must still go through a court process before they can be distributed to the heirs. An effective tool many are discovering to avoid Probate is to create a Living Trust.

Many people confuse a Will and a Living Trust. Both include details for how you want your assets managed after death; however, a properly funded Living Trust avoids Probate and prevents the courts from controlling your assets if you become incapacitated.

What is a Living Trust?

A Living Trust is a legal document that holds the ownership of your assets to that trust. Living Trusts are created while a person is alive. Living Trusts are popular ways to avoid probate.

Why are Living Trusts Important?

Living Trusts are important because it lays out a game plan for how your assets and properties should be managed or transferred should you not be able to manage them yourself. Trusts protect your assets, and provide clear direction as to how they should be distributed. A Living Trust also helps:

  • To circumvent probate
  • Decrease your estate tax burden
  • Transfer property and assets

Download this free report, “Living Trusts: Calculating the Benefits” and learn how a Living Trusts can:

  1. Communicate clear direction for your assets
  2. Help to avoid Probate
  3. Provide a greater level of privacy than a Will
  4. Minimize taxes
  5. Help disabled dependents receive their inheritance without affecting government benefits
  6. Provide a higher level of security for minor dependents and children from a previous union.

Downloading this free report is the first step in a quality Estate Plan. Contact us when you’re ready to take the next step into the right direction!

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