Revocable Trusts

Revocable Trusts Are The Solution to Your Client’s Needs

Posted by Robert L. Arone – Find Out What a Trust Can Do That a Will Can’t A revocable trust-centered estate plan offers many benefits a plain old last will and testament can’t. Trust-centered plans are better for clients and make your work easier. Understanding the benefits of trust-centered planning will position you as the trusted advisor who can spot the issues and implement solutions. How Your Practice Will Benefit When Your Clients Use Revocable Trusts You can retain assets under management: Assets will be kept private so your competitors and other predators don’t know who inherited what and how to contact them. Avoiding probate often reduces settlement costs significantly, leaving more assets for beneficiaries and for continued management. Assets held in trust can be protected against dissipation from lawsuits, divorces, bad decisions, and addictions, and these assets need continued management.

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