Perpetual Legacy Trust

The Eternal Legacy Trust

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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 Perpetual Legacy Trust or "Eternal 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



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