Attended a Trust Seminar Lately? Let’s Talk.

2018-10-25T16:00:15-04:00October 25th, 2018|Estate Planning and Administration, The Truth About Trusts|

Have you been invited to a seminar to explain estate planning using Trusts instead of a Last Will & Testament? Here are a few things you will hear…

Trusts sidestep inheritance taxes!
With a Trust, everything is ‘wrapped up’ in two weeks time of the date of death. This is because Trusts completely avoid probate!
There are no formalities or required letters to the beneficiaries with Trusts!

(Insert sound of squealing brakes)

I feel like Louis Armstrong. . .”And I say to myself, what a wonderful world.” Except that it is not true.

Let’s look at some truths […]