WILLS & TRUSTS
When planning for Estate Transfer, one of the most important factors is where and how your clients’ assets will be transferred and sheltered against taxes and other expenses from settling their estate.
Consider:
* Wills
* Trusts
Wills and trusts are essential parts of any estate plan. They facilitate transferring and protecting your client’s assets during the Estate Transfer stage. Your clients can leverage many types of trusts to meet individual needs.
WILLS AND TRUSTS ARE ESSENTIAL PARTS OF ANY ESTATE PLAN. THEY FACILITATE TRANSFERRING AND PROTECTING YOUR CLIENT’S ASSETS DURING THE ESTATE TRANSFER STAGE. MANY TYPES OF TRUSTS CAN BE LEVERAGED BY YOUR CLIENTS TO MEET INDIVIDUAL NEEDS.