ESTATE PLANNING

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01

Living Trust: The Workhorse of the Estate Plan

A Living Trust is a legal instrument that transfers property placed in the trust by you to your chosen beneficiaries when you die. It can also  benefit you during your lifetime since you continue to control the assets held by the trust. You can amend or cancel the trust at any time while you’re still living.

02

Dynasty Trust: From Generation to Generation

A Living Trust is a legal instrument that transfers property placed in the trust by you to your chosen beneficiaries when you die. It can also  benefit you during your lifetime since you continue to control the assets held by the trust. You can amend or cancel the trust at any time while you’re still living.

03

Special Needs Trust: Extra Security Without Benefit Loss

A Living Trust is a legal instrument that transfers property placed in the trust by you to your chosen beneficiaries when you die. It can also  benefit you during your lifetime since you continue to control the assets held by the trust. You can amend or cancel the trust at any time while you’re still living.

04

IRA Inheritance Trust: From Generation to Generation

A Living Trust is a legal instrument that transfers property placed in the trust by you to your chosen beneficiaries when you die. It can also  benefit you during your lifetime since you continue to control the assets held by the trust. You can amend or cancel the trust at any time while you’re still living.

05

IRA Inheritance Trust: From Generation to Generation

A Living Trust is a legal instrument that transfers property placed in the trust by you to your chosen beneficiaries when you die. It can also  benefit you during your lifetime since you continue to control the assets held by the trust. You can amend or cancel the trust at any time while you’re still living.