Eternal Legacy Trust

The Perpetual Legacy Trust

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Your Eternal Legacy Trust

Basics

Your Legacy Advisor-Terms

Unique and Creative Trust Strategies

The Ideal Trust Management Environment for Success

Experience & Proven Management Team Success

Flexible, Individualized Cost-Effective Trust Services

The Eternal Legacy Trust or "Perpetual Trust" for the Affluent Wishing an Eternal Gifting Legacy

DRT vs CRT

 

 

Pros and Cons of Trusts

Benefits of Trusts

Avoids Probate: Transfers assets quickly and privately

Frees grantor from managing assets

Provides income and funding for survivors

Revocable Trust

Grantor retains the right to end the trust or change terms during lifetime

Does not provide shelter from federal or estate taxes

Irrevocable Trust

Grantor cannot change terms once instituted

Used to reduce estate taxes

Can be perpetual

Stirpes verses per capita

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This area for Estate Attorney & Tax Advisor Contact-Notifications

 

 

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What are the Differences Between a Deferred Sales Trust (DST) and a Charitable Remainder Trust (CRT)?

Comparison Model of the Deferred Sales Trust (DST) versus a Charitable Remainder Trust (CRT)

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An Experienced Estate & Tax Professional, CPA, Attorney Recommended

    FEC 

 

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