Financial Planning

Your Step-by-Step Guide to Creating a Living Trust

An estate plan is a vital component of the financial planning process as it helps account for the handling of your assets, no matter what stage of life you’re in. Trusts are a common tool used in plans to detail out your wishes and legacy making it a powerful document for loved ones handling your estate.

Creating a trust can seem overwhelming, but our simple checklist will break down the process for you. Download your free copy today and get everything you need to get started.

The information in this paper is not intended as legal or tax advice. Consult with an attorney or a tax or financial advisor regarding your specific legal, tax, estate planning, or financial situation.

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