Legacy Trust Design

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• Provides a structure process for protection, use, and control

• Ensures financial security for your family for generations beyond your lifetime.

• Preserves and leave a lasting legacy with your name and wealth enduring for seven generations or more.

• No Probate

• Creditor protected

• ​Irrevocable vs. Revocable- Advantages and disadvantages to help you determine the best choice for you.

• Includes examples demonstrating how the trust operates and can be utilized, with clear guidelines for the trustee(s).

• Structured to be easily managed by anyone, ensuring fairness and preventing misuse.

• Minimal taxation or future expenses

• All funds within the account are tax-exempt and operate tax-free.

• Only the “growth” within a checking or money market account is taxable.

• Due to the minimal taxation, the tax bracket acceleration typically associated with trusts is significantly reduced.