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Trust Planning

How Can a Living Trust Help Me Control My Estate?

Living trusts enable you to control the distribution of your estate, and certain trusts may enable you to reduce or avoid many of the taxes and fees that will be imposed upon your death.

A trust is a legal arrangement under which one person, the trustee, controls property given by another person, the trustor, for the benefit of a third person, the beneficiary. When you establish a revocable living trust, you are allowed to be the trustor, the trustee, and the beneficiary of that trust.

Bottom line: the legacy you leave behind for your family must be protected from outside hands trying to take a piece. Contact us directly for personal advice on how to protect your heirs, (574) 267-6766.

The information provided here is to assist you in planning for your future. Proper tax and legal advice should always be obtained.

LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.