![]() Life insurance is traditionally used to provide a death benefit to heirs. It can be a powerful planning tool as it avoids probate, and can help minimize federal estate taxes.Ĭharitable trusts can be utilized to give back to a cause that is meaningful to you.ĭetermine how much life insurance you need and the right type of policy for you This type of trust has flexibility and can be changed or revoked at any time while the owner is alive. These accounts will avoid probate so it is important to elect beneficiaries and ensure they are up-to-date.Ī living trust or revocable trust permits assets owned by the trust to avoid probate when passing to heirs.
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