Upload
Investment Planning
Estate Planning
- Common Questions
- Estate Planning
Estate Planning
Trusts
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. To learn more about trusts and how they may benefit you, we will be happy to help you consult a qualified estate planning attorney who may help meet your individual needs in these matters.
Probate
We can refer you to professionals to help meet your individual needs.
Probate is the potentially lengthy and costly legal process that oversees the transfer of your assets upon your death. If you do not create a will or set up a trust to transfer your property when you die, state law will determine what happens to your estate. This is called intestate. Without a will or some other form of legal estate planning, there is the chance that your assets may not be distributed in the manner that you desire.
Your investment advisor is not permitted to offer, and no statement contained herein, shall constitute, tax, legal or accounting advice. You should consult a legal or tax professional on any such matters.
Tell Us About You
Let us demonstrate how we can help!
Let’s get started together! Reach out today to see how Accurate Advisory Group can help provide specific solutions for your exact financial situation. Getting started is easy! Just fill out the form below and one of our trusted team will be in contact with you!
