Understanding Trusts in Estate Planning
A trust is a legal entity where one party, the grantor, gives another party, the trustee, the right to hold title to property or assets for the benefit of a third party, the beneficiaries.
Wall Street Fusion Group LLC can assist with Trusts
Why
A trust is more than just a legal document; it's a proactive strategy to manage your assets efficiently and securely
- Probate Avoidance
- Continuity During Incapacity
- Enhanced Privacy
Key Features
At Wall Street Fusion Group, we recommend considering a Revocable Living Trust
- Flexibility
- Control Over Distributions
- Asset Protection
Customizable
Trusts can be tailored to meet the unique needs of your family and your estate
- Age-Based Distributions
- Sub-Trusts for Special Needs
- Pet Care Provisions
- Incentive Clauses