The policy can be funded through annual gifts. Existing policies can be transferred to an insurance trust. Choosing the right trustee is important. The advantages of the Raymond James Trust Services Group. Count on experience you can trust from a name you know.
Timing is everything.
Trust Terms Peace of mind takes planning. Few things give investors more peace of mind than knowing that the assets they have worked so hard to accumulate over the years are protected and preserved for their heirs. They are entitled to know that they have control over what happens to their estates when they die. Whether it's providing income for a spouse, educating children or grandchildren, or leaving money to a favorite charity, we all want to know that the proceeds from our estates will be used to fulfill our wishes. Yet, without planning, huge portions of estates are often sacrificed to taxes.