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Trust Planning

Why is this Important?

You possibly already know about financial planning—the significance of drawing up a budget, saving money, planning for retirement—as a way to control your money, but did you know estate planning is an essential element of the financial planning process, too?

Estate planning can provide you tremendous peace of mind, understanding that the people you select will be in charge of your affairs after you are passed and that your desires will be followed.

Moreover, a comprehensive estate format can designate whom you would like to have making monetary and health care decisions on your behalf, as well as specifying the sorts of medical treatment you do and do not favor if you come to be incapacitated. Your loved ones additionally will respect not having to make challenging choices during an already stressful time.

A strong trust plan, therefore, is clearly an necessary part of personal financial planning.

Benefits of Trust Planning
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Trusts avoid the probate process. 
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Trusts may provide tax benefits. 
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Trusts offer specific parameters for the use of your assets.

Revocable trusts can help during illness or disability – not just death.

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Trusts allow for flexibility.
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Trust Planning

Benefits of Trust Planning

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Investing involves risk which includes potential loss of principal. Guarantees are subject to the claims paying ability of the issuing insurance company.

Not affiliated with or endorsed by the Social Security Administration, the Centers for Medicare & Medicaid Services, or any other governmental agency.