A trust is no longer just an estate planning tool of the wealthy. Over the past few decades, individuals and families across all income brackets have used a trust to plan their estates and to avoid the costs and delays of probate. A trust is a separate legal entity that controls the assets you place into it. The trust agreement dictates the rules to follow (how long the trust should last, who gets what, and other rules the trustee has to follow). Trusts can be powerful tools when used properly.
Once you have your Trust in place, we will include a free financial health analysis. We will sit down and listen to what your dreams and goals are for retirement and to make sure you're on the right track to get there!