• Legacy & Estate Planning

What is a Trust and Why Should You Create One?

February 7, 2018 | Personal Capital

Most people view trusts as something only necessary for the ultra-wealthy. But in reality, they can be a good, tax-savvy way to pass your estate on to your heirs, regardless of the size of your assets and family. They can also help you manage your property during your life and beyond.

Watch our video to learn more about why and when you might benefit from a trust.

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