Trusts have existed since Roman times … isn’t about time you started thinking about one!

Published: November 21, 2017

Last week we discussed the need for proper estate planning, for some, this may mean a will, for others, a trust.  A trust agreement is a document, that like a will, speaks to your last wishes about your assets after you pass on.  Your trust will lay out your assets and to which beneficiaries you wish to bestow them.  Unlike a will, however, a trust can possibly provide for reduced estate tax liability and the avoidance of probate.

If you are looking to set up a trust there are seven basic components:

Estate planning is important in ensuring that your final wishes are carried out in the manner that you determine.  Decide whether a will or trust is right for you and start your estate plan.  Allen Investigations will be adding document preparation soon, to help you with your estate planning needs.

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