Living Trust Types and Why You Should Have One

This Free one hour living trust workshop will discuss determining which type of living trust is right for you. When setting up a living trust, it is one of the most challenging and time consuming tasks and one of the most effective ways to ensure your assets are distributed. Due to legal implications and personal risks, it may be best interest to consult with a wealth management specialist/

In this session we will discuss:

• Types of living trusts
• revocable living trust
• irrevocable living trust
• Pros & Cons of both Revocable & Irrevocable
• Living trust vs Will

By choosing the right living trust, it depends on several factors: your family dynamics, your specific goals, and your assets.

Who Should Attend:

This workshop is ideal for professionals, retirees, business owners, and anyone interested in protecting their assets, ensuring privacy, and providing a smooth transition for heirs.

Additional Benefits:

Attendees will receive a Living Trust checklist, Estate Planning Resource guide (PDF), and have the opportunity to participate in a Q&A.