There are many ways to protect the future of your finances—a college fund for your child’s education, or a 401K to provide for you and your spouse during retirement. But how can you ensure your assets are protected and managed correctly beyond your lifetime? A trust may be the best option.
A trust establishes rules for how your assets will be used after your death, and ensures your wishes are carried out correctly and appropriately. Plus, having a trust may offer some tax benefits during your lifetime.*
Is a trust right for your financial plan? Watch this video to learn more and contact us to see how we can help.
*Consult your tax and/or legal advisor.