Testamentary Trusts

Good If You...

• Want Greater Control of the Disbursement of Your Assets After Death
• Wish to Establish Asset Protection and a Steady Source of Income for a Surviving Spouse or Heir
• Are Looking for Certain Tax Advantages, Such as Minimizing Your Estate Tax Exposure¹

Features

• Established by Your Will Upon Your Death
• Personalized to Control How Assets Are Distributed to Heirs
• Could Provide a Source of Income for a Surviving Spouse, Minor Child or Disabled Heir

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