Living Trust
Control over today and tomorrow
Protect your assets and estate, and ensure your wishes are carried out as you intended by establishing a living trust. The most common type of Living Trust, a revocable trust, helps you transfer assets while enjoying three important benefits:
- Maximum control to change your trust at any time
- Reduces the potential cost and delay of probate
- A trust is private, as opposed to a Will that when probated is filed as a public record
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- Collect interest, dividends and other trust income
- Deposit income directly into the savings or checking accounts you designate
- Coordinate tax reporting
- Provide regular investment performance and account statements
- Manage assets
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