3 Benefits of Trust Planning (Other Than Avoiding Estate Taxes)

We’ve spent a lot of time talking about trust planning as it relates to estate tax avoidance and reduction, and I wanted to take a little time to talk about some benefits of trusts outside of the estate tax arena.

Some people either don’t qualify or don’t care about estate taxes, but that doesn’t mean you should just write off trust planning altogether.

Here are a few things we talk about in today’s show:

1. Asset Protection from Creditors

2. Probate Avoidance

3. Asset Protection from Divorce

If you are thinking about creating a trust as part of your estate plan but aren’t sure if you need it, listen to this episode and then reach out and schedule a strategy session to talk about.

I promise by the time we’re done you’ll have a plan you’re happy with.

And if you want an estate planning attorney that is “reassuringly expensive,” click here to book a strategy session and we’ll talk.