A Will is Not the Only Way

pen writing a willToday marks the largest intergenerational wealth transfer in history, with $30 trillion in assets projected to pass from baby boomers to their heirs in the United States alone. Yet 60% of American adults don’t have an estate plan.

Plan ahead for the possibility of incapacity with a Revocable Living Trust.

We know that while you can’t predict the future, you can prepare for it. Instead of only protecting your assets upon your death like a will does, a Revocable Living Trust is a legal document that does double duty by setting forth how you want your assets managed and distributed in the event of your incapacity.

As a result, if you’re ever unable to manage your own finances, a court wouldn’t need to get involved to appoint someone to manage your financial affairs.

If you are interested in seeing what our team can do for you, please reach out to us by calling 800.242.2120 ext. 10684.
 


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