estate plan

Jan 6, 2020

How do trusts work in your estate plan?

2022-08-17T19:56:32+00:00January 6th, 2020|Tags: , , , , |

The basic purpose of a trust is to place authority over assets in a person other than the intended ultimate beneficiary of those assets. The goals to be achieved with trusts in place can range from creditor protection of the beneficiary, providing for an incapacitated beneficiary, preservation of a beneficiary’s government and need-based benefits, to [...]

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