Trusts

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. Most trusts can also provide current benefits, such as tax deferral and deductions. Unlike a will, a trust may help avoid probate upon your death. To learn more about trusts and how they may benefit you, we will be happy to help you consult a qualified estate planning attorney who can assist you with these issues.

To schedule a time to discuss your financial future and the possible role of insurance or investments in your financial strategy, contact us at info@egsifinancial.com or call us at (614) 526-4118 today!

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