Daily Capital

What is a Trust and Why Should You Create One?

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.

Want a clear view of your retirement?

For more on estate planning and trusts, read our free “Guide to Legacy & Estate Planning.”

Read the Guide.

The content contained in this blog post is intended for general informational purposes only and is not meant to constitute legal, tax, accounting or investment advice. You should consult a qualified legal or tax professional regarding your specific situation. Keep in mind that investing involves risk. The value of your investment will fluctuate over time and you may gain or lose money.

Any reference to the advisory services refers to Personal Capital Advisors Corporation, a subsidiary of Personal Capital. Personal Capital Advisors Corporation is an investment adviser registered with the Securities and Exchange Commission (SEC). Registration does not imply a certain level of skill or training nor does it imply endorsement by the SEC.

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