What’s the Right Trust for You?

In this episode of Life Happens, we dive into one of the most important—and often misunderstood—topics in estate planning: ⁠Trusts⁠.

Many believe trusts are just for the wealthy, but as attorneys Lou Pierro and Tommy Marasco will demonstrate, there is a trust to suit almost everyone’s goals. Trusts can be tailored to meet a wide range of estate planning objectives, regardless of one’s financial status, such as:

• Controlling how your assets are distributed 
• Avoiding ⁠probate⁠ for your heirs 
• Maintaining privacy of personal affairs
• ⁠Protecting a loved one with a disability ⁠
• Preserving your assets for⁠ long-term care ⁠
• ⁠Minimizing taxes with charitable giving ⁠
• Ensuring intergenerational wealth transfer

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