A marital trust can provide peace of mind for you and your spouse, and potential tax advantages. However, there are several considerations.
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A life insurance trust can provide an extra layer of control and protection in managing your policy's benefits, and it may offer tax advantages.
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An IRA trust offers more control over distributing retirement funds to your heirs and may be a good option in certain cases, but there are pitfalls.
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A charitable trust is a strategic estate planning tool that also allows you to support causes. Learn about the types and key aspects to consider.
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After working with Buzz Suuppi to set up a comprehensive estate plan, including two fully funded trusts, Jim and Karolyn now have greater peace of mind.
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A special needs trust can help provide peace of mind for you and your disabled loved one. But there are potential pitfalls in the setup and administration.
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A trust creates a new legal entity, which gives you and your loved ones the ability to hold on to assets longer. Learn about the key terms and types.
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