Eternal Legacy Trust

The Perpetual Legacy Trust

Estate Asset Education Information

Eternal Legacy Trust Home

About Us - Contact

Your Eternal Legacy Trust


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




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



This area for Estate Attorney & Tax Advisor Contact-Notifications




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)


An Experienced Estate & Tax Professional, CPA, Attorney Recommended



Receive Eternal Legacy Trust Information, News and Updates Contact Us

To view various Trust alternatives Go Here &

Free Will Consultation & Discounted Trust by Experienced Local Estate Advisors  

Advanced Asset Funding for Heirs:  

Copyright 2018-2021   K. B. Wheeler Jr. All rights reserved 3-10  5-D