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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 can assist you with these issues.
To schedule a time to discuss your financial future, contact us at firstname.lastname@example.org or call us at 703.796.0957 today!
1 Genworth 2012 Cost of Care Survey: Home Care Providers, Adult Day Health Care Facilities, Assisted Living Facilities and Nursing Homes https://www.genworth.com/dam/Americas/US/PDFs/Consumer/corporate/coc_12.pdf
2 MetLife: The 2011 Market Survey of Long-Term Care Costs
Your investment advisor is not permitted to offer, and no statement contained herein shall constitute tax or legal advice. You should consult a legal or tax professional on any such matters.
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