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Trusts

What’s the best way to leave money to loved ones?

There are many different types of trusts, and they can be complex to set up and execute. However, a trust can be a very flexible and advantageous means to transfer your assets in the future. Trusts can also provide current benefits, such as tax deferral and deductions. Unlike a will, a trust may help avoid probate upon your death.

We are happy to work together with you and a qualified estate planning attorney to help you learn more about trusts and ensure they work in concert with your overall financial strategy.

Our firm is not permitted to offer, and no statement contained herein shall constitute, tax or legal advice. You should consult a legal or tax professional on any such matters.

Does your Portfolio have Too much risk?
Or Not Enough?

Knowing your risk score can help you make appropriate investment choices. Find out your risk score with our RiskAlyze tool!