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Home >> Financial Planning >> Individual Planning >> Financial Planning D... >> Tools to achieve you... >> Why Estate Planning? >> Living Trust?
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Living Trust?
Living Trust without Tax Planning Currently a popular planning technique; however, while avoiding the expense of probate, it does nothing to avoid federal estate taxation. Properly structured, the surviving spouse has full control of the principal and income with this trust. This type of trust also can play an important role in the management of assets in the event that beneficiaries are not yet ready to inherit the assets outright, or because they still lack experience in financial and investment matters.
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Retirement Planning
Associates is led by James Ellis, a registered representative of,
and securities offered through, JKR
& Co., Member NASD, SIPC.
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