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You’ve worked hard to build your wealth and you have the nest egg for your retirement years, but how are you going to pass down any remaining wealth to your family, kids, and grandkids?
If you’re like many investors across the wealth spectrum, you may consider setting up a trust.
Trusts are legal agreements that create the opportunity to design how assets are passed down and managed. Trusts provide the ability to specify terms, decide who receives inheritances, when they receive them, and more. The control and flexibility trusts provide is one advantage, but there are also other benefits. Depending on the structure of the trust, it can shield assets from creditors. And some forms of trusts can effectively remove assets from an estate, which may reduce estate taxes.
Trusts are also outside of probate, which can preserve privacy as well as save time and money.
Like most other legal structures, trusts have... ...
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