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Home » Financial Services » Trusts

Trusts

Because of their variety, trusts are often seen as complex and intimidating. But trusts can be very beneficial when it comes to transferring assets in the future. A large portion of existing trusts can allow for tax benefits, such as deductions and deferrals. Additionally, if you have a trust in place at the time of your death, it can help avoid a long probate period, which is required with wills. For more information on trusts, we can connect you with an estate planning attorney who has the expertise to assist you in determining if a trust fits your financial situation.


In addition, we can refer you to professionals who provide the following services:

 

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For additional information on your financial strategy, call or email us today at 800.687.6768 and info@commonsenseretirementplanning.com.

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Be aware that no investment advisor will offer legal and tax advice, and no information given should be constituted as such. For that form of consultation, please contact an appropriate tax or legal professional.


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