Trust Planning: Preserving Wealth, Protecting Loved Ones

Trusts! Trusts! Trusts!

Join us for an educational session presented by financial advisor Zachary Armstrong, CFP®. In this seminar, you will gain valuable insights into the different types of trusts and how they can be tailored to help meet your individual financial goals. Zachary will walk you through the various benefits of trusts, including how they can assist in protecting your assets, potentially reducing your tax burden, maintaining control over your financial legacy, and simplifying the probate process.

This presentation will also explore specific goals that trusts can help you achieve, such as providing for loved ones, ensuring your wishes are honored, and supporting charitable causes. By the end of the session, you will have a clearer understanding of whether a trust might be an appropriate solution for your financial needs.

Disclaimer:

Sage Rutty does not provide tax or legal advice. The information presented here is not specific to any individual's personal circumstances.  To the extent that this material concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law.  Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstances.

These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable—we cannot assure the accuracy or completeness of these materials.  The information in these materials may change at any time and without notice.