Insights & Resources

Revocable and Irrevocable Trusts are among the best tools available to protect your assets and plan for your family’s future. Trusts can provide both tax and non-tax benefits to you and your family, but do you know how? Join us as we share how to navigate the often intimidating world of trusts and break down the important role trusts can play in a comprehensive estate, tax, and financial plan designed to help you and your family achieve your goals. In this webinar, we will:
 

• Explain what trusts are and how they work
• Discuss revocable and irrevocable trusts and the different purposes they can serve
• Explain how trusts can be used to protect your assets and family in estate planning, tax planning, and Medicaid planning
• Identify the steps to take to ensure your trust is serving its purpose
• Answer clients’ most common questions about revocable and irrevocable trusts