Legacy Builder Course

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Lesson 3: Create & Fund Your Family Trust

Legacy Builder Course Lesson 3: Create & Fund Your Family Trust
Initiating a lasting family legacy starts with establishing a family trust. A family trust enables you to:

  • Avoid estate taxes.
  • Pass on your values.
  • Avoid conflict between your heirs.
  • Keep the money together for generations.
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*Disclaimer: Financial Advisors do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation. Separate from the financial plan and our role as a financial planner, we may recommend the purchase of specific investment or insurance products or account. These product recommendations are not part of the financial plan and you are under no obligation to follow them. Life insurance products contain fees, such as mortality and expense charges (which may increase over time), and may contain restrictions, such as surrender periods.