KEEP CONTROL OF YOUR ASSETS
ESTATE PLANNING
Without proper estate planning, your assets can be seized!
Avoid Probate
Probate can be expensive and it can take several months or longer for your beneficiaries to become the rightful owners of what you bequeath them. They may receive less inheritance because the estate is responsible for the legal costs.
Prevent Inheritance Tax
Certain types of trusts can help avoid estate taxes. An irrevocable trust transfers asset ownership from the original owner to the trust beneficiaries. Because those assets don't legally belong to the person who set up the trust, they aren't subject to estate or inheritance taxes when that person passes away.
Create Generational Wealth
Have control over the assets you pass down to your beneficiaries without the courts getting involved.
Protect Your Family
01
Secure future
Have peace of mind that your assets will be bequeathed the way you plan and not how the courts decide.
03
Tax Benefits
Trusts can reduce the taxes owed by your estate, and may also offer tax deductions for you and income streams for you and your beneficiaries.
02
Privacy
Your estate distributions will become public record without a trust.
04
Maximize Flexibility
Because you dictate the terms of the trust, you can place restrictions on how trust assets are managed.
Lailah Morid
Founder
Lailah has been serving families across the country for nearly a decade. She's a mother of identical twin girls and has a personal testimony in regards to proper financial planning when she became a young widow.
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Her passion for what she does increased and it's her passion to help other families be properly protected.
