
Revocable Living Trusts
A legacy plan effectively starts now and extends beyond your lifetime as your resources are used to help our LifeWorks participants. Person by person, your legacy plan makes an eternal difference.
When it comes to estate planning, there is rarely a one-size-fits-all solution. However, a popular planning tool that can be relied on in many scenarios to accomplish a variety of goals is the revocable living trust (RLT), which is an arrangement set up through a legal document. The document gives someone the power to make decisions about another person’s money or property that’s held in the trust.
Some of the benefits to RLT include:
- Avoid Probate
- Quickly Transfer Assets
- Keep Your Estate Private
- Retain Control
To learn more about setting up a RLT for Jobs Partnership, please consult your attorney or tax advisor.
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Please Note
The information on this website is not intended as legal or tax advice. For such advice, please consult an independent attorney or tax advisor.