Estate Planning

Having a trust allows one to control all assets while living (and upon death) and also, allowing family members to avoid probate when you die. A trust is private information, meaning no one can see your assets, while a will, which has to go to probate court, is public information.

There are several reasons to get a trust for your estate:

  1. A trust allows you to be very specific about how, when and to whom your assets are distributed.
  2. Trusts can avoid probate court.
  3. Certain Trusts help reduce Estate taxes.
  4. Trusts provide more control over your assets.
  5. They are low maintenance.
  6. Trusts can protect your loved ones in worst case scenarios.
  7. The structure of Trusts can assist children with special needs.
  8. Complex assets can be properly divided using Trusts.
  9. Ensure everyone in your family is taken care of with a Trust.

For more information, please contact Insurance Direct Group today at (678) 252-2121!

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