You're exclusively invited to attend

7 Reasons Why Trusts Are Preferred Over Wills

At
Westfield Washington Public Library

17400 Westfield Blvd, Westfield, IN 46074

Choose your event date & time

You are cordially invited to attend an Informational Educational Event to discover everything you must know about living trusts. Since 1991, when AARP advised members to consider using trusts instead of wills, millions have switched.

Here's why:

  • Unfortunately, about half of us will eventually become disabled. Wills don’t provide for disability. Living trusts help avoid guardianship.

  • Wills don’t protect assets from nursing home costs. Certain trusts can provide powerful asset protection for your home and life savings.

  • Trusts can protect inheritances from children’s divorces and keep assets in the bloodline for your grandchildren.

  • Trusts can protect your assets if your spouse remarries after your death.

  • Wills go through “probate court proceedings” to settle. Trusts avoid the expense and delay of court proceedings on death.

  • Wills expose your assets and heirs to public scrutiny. Trusts have increased privacy – only beneficiaries know what you had or who you left it to.

  • Trusts avoid the additional probates required for your out-of-state property.

You will also discover: How to create a 3-point plan to reduce taxes on retirement income. How to reduce or eliminate taxes on your estate, including the increased taxes from the SECURE Act. And how to completely avoid probate by creating an estate plan & financial plan to perfectly carry out your needs.

Office: 303 Congressional Blvd,

Suite 200,

Carmel, IN 46032

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