THE Flexible Legacy Vehicle
Have you worked hard all your life, been successful and want your money to go exactly where you want it to go when you die? What are the obstacles and complications? Income taxes Estate and gift taxes Probate laws and overlong settlement delays Family tensions and squabbles The high cost of trust formation and annual maintenance and taxes The unknown need for money for health care at the end of your life The first spouse to die having no control over how things are handled b