Trusts can be powerful tools.
Help your clients understand the benefits and responsibilities that come with using them.
Personalize this email by copying our template into your email application, and then choosing which stories you’d like to pass along to particular clients. This lets you jump-start conversations on important topics.
Subject line: Be prudent about trusts
Trusts. They can shelter your investments from undue tax. They also can ensure your wishes are executed after you’re gone. And they can help you plan for old age.
But with those benefits come complications. Budget 2014 introduced new trust rules, and longstanding laws still cast shadows on some estate strategies.
I’d like to arrange a meeting with you to discuss how we can use trusts to protect and maximize your estate, shield you from undue tax, and solidify your legacy.
As you prepare for our meeting, please read these articles that cover the fundamentals of trust planning.
Your financial plan is well in hand. Let’s start the conversation about how trusts can further your goals.