Tax Sheltered Trust

“A tax-sheltered trust is structured to minimize taxes on income or asset transfers, providing financial benefits for beneficiaries.”

A trust allows you to control how your assets are distributed, even after your passing. Common types include revocable trusts, irrevocable trusts, and special needs trusts.

Using a trust can help avoid probate, protect beneficiaries, and ensure your estate is managed according to your wishes. An experienced attorney can guide you through establishing the right trust for your situation.

Schedule a consultation to establish a tax-sheltered trust to minimize taxes on income or estate transfers while protecting assets.

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