Trust and Estate Planning

A trust is typically used for minimizing estate taxes and can offer other benefits. It is an arrangement with a third party, or trustee, that allows them to hold assets on behalf of the beneficiary. A trust can specify when and how the assets will be passed to the beneficiary. Benefits of a trust include:

  • Control of wealth
  • Privacy and probate savings
  • Protection of your legacy

An estate comprises everything that contributes to the net worth of an individual. This includes land and real estate, personal belongings, cash, investments, furnishings, etc.

Funeral trusts

A funeral expense trust can give you the peace of mind that comes with knowing your final arrangements are taken care of while lessening the financial burden for your family. A funeral trust is a unique strategy that allows you to set aside money that can be used to pay final expenses, pass money to your heirs tax free and help provide additional income in a time of need.

There are various factors to consider when purchasing a funeral trust. Since trust laws vary by state, get in touch with your local Game Changing Benefits agent to see how a funeral trust can benefit you and your family.

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Estate Planning

Estate planning is complicated, so we assist with all the elements that make up your personal financial legacy. This includes securing important documents such as your will, tax planning and the formation of trusts.

Making an estate plan may seem overwhelming at first, so our professionals are here to guide you through the process. We prioritize our clients and always offer the individual attention required to ensure you’re making an informed decision.