TRUST Advantages

Advantages of a Trust
Allows you to properly identify your assets and designate who gets those assets after your death
Valuable asset management tool
Can be updated and changed as you wish during your lifetime*
Can accommodate complex asset distribution plans and considerations
Assets are re-titled into the Trust and out of your name personally
Trustees can be designated at multiple levels to provide flexibility for unforeseen circumstances
Does NOT require court supervision to transfer assets after your death, unlike a Will
Certain Trusts can provide liability protection for personal assets

*Revocable/Living Trusts

Trust

$49900

*Trust: As low as $499; Additional fees may apply if client requires additional documents or services.