How to Set Up a Trust: Securing Your Financial Legacy

Trusts are flexible and powerful legal entities you can use to gain control over your wealth. From charitable giving to tax mitigation strategies, trusts can achieve a wide range of asset management goals. 

There’s only one problem: How do you set one up?

Setting up a trust can be complicated, and designing a trust in the wrong way can have expensive consequences. In this handout, you’ll learn how to set up a trust to secure your financial legacy.

This handout explains:

• The main types of trusts.
• The primary “players” you’ll find in every type of trust.
• Popular irrevocable trusts to manage assets and shield from estate taxes.
• How to pick the trust that’s right for you.
• How to choose a good trustee—a critical decision in the establishment of your trust.

This free handout also explores the benefits of a directed trust, which you can use to retain enhanced control over the inner workings of your trust. Download your free copy today!