Trusts
What’s the best way to leave money to loved ones?
There are many different types of trusts, and they can be complex to set up and execute. However, a trust can be a very flexible and advantageous means to transfer your assets in the future. Trusts can also provide current benefits, such as tax deferral and deductions. Unlike a will, a trust may help avoid probate upon your death.
We are happy to work together with you and a qualified estate planning attorney to help you learn more about trusts and ensure they work in concert with your overall financial strategy.
Our firm is not permitted to offer, and no statement contained herein shall constitute, tax or legal advice. You should consult a legal or tax professional on any such matters.
Have Questions for CJ Campbell & Associates and CJC Wealth Management?
It can be difficult to make financial decisions without access to information. If you have questions or concerns about your current financial strategy, feel free to contact us using the form below.
Take Charge of your
Finances!
Our helpful newsletter includes topics you should consider when creating your financial plan. Enter your information to sign up for our newsletter today!
*By submitting your contact information, you consent to be contacted regarding potential financial planning strategies utilizing insurance and investment products.