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
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We are an independent financial services firm helping individuals create retirement strategies using a variety of products to custom suit their needs and objectives.
Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.
The purpose of this website is to provide general information on the subjects discussed; it is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation. Our firm does not offer tax or legal advice.