In order to properly protect your assets, Trusts are often used. The main objectives for using a Trust is to avoid the delays, publicity and cost of probate, as well as to protect heirs from creditors and predators.

There are many types of Trusts that are used in order to protect estates. Some of the most common types of Trusts are:

  • Revocable Living Trust
  • Irrevocable Trust
  • Marital-Family Trust
  • Disclaimer Trust
  • Beneficiary-Controlled Trust
  • Irrevocable Life Insurance Trust

In order to ensure you’re estate is properly protected, schedule a Free consultation with one of our attorneys today.

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“Since my income is sporadic as a real estate agent, I needed a financial plan that was flexible. Universal Retirement designed a plan for us that works great because I can make contributions when I have a good month.

When money gets tight I can access my retirement savings without early withdrawal penalties and taxes.

They really understood our needs and designed a plan that was perfect for our family!”

Michelle Grant
Realtor, Realty One Group

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