How can I leave money to loved ones?
There are many different types of trusts, and they can be complex to set up and execute. However, a trust can be a very flexible and advantageous means to transfer your assets in the future. Most trusts can also provide current benefits, such as tax deferral and deductions. Unlike a will, a trust may help avoid probate upon your death.
We are happy to work together with you and a qualified estate planning attorney to help you learn more about trusts and ensure they work in concert with your overall financial strategy.
Your financial professional is not permitted to offer, and no statement contained herein shall constitute, tax advice. Individuals are encouraged to consult with a qualified professional before making any decisions about their personal situation.
This helpful retirement kit includes three guides that address topics you should consider when planning your retirement. Enter your name and email address below to request your kit.
We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.
Investment advisory services may be offered through Global Financial Private Capital LLC, an SEC Registered Investment Adviser, or Howard Bailey Securities LLC, a Registered Investment Adviser.