Secure Your Legacy: Understanding Living Trusts

Hosted By
Ellie G.

Details
A living trust is an essential estate planning tool that allows individuals to manage and protect their assets during their lifetime and efficiently transfer them to their beneficiaries upon passing. This educational call will provide a comprehensive overview of how living trusts work, their benefits, and how they differ from a will. Topics will include avoiding probate, maintaining privacy, minimizing estate taxes, and ensuring smooth asset distribution. Whether you’re looking to safeguard your assets, plan for the unexpected, or simplify the inheritance process, this call will provide valuable insights to help you make informed decisions about your estate planning.

San Marcos Networking Wine and Wealth
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Secure Your Legacy: Understanding Living Trusts