Have You Started Your Trust? | Precise Financial S

HAVE YOU STARTED YOUR TRUST ?

UNLOCKING THE BENEFITS OF TRUSTS:
A WISE ALTERNATIVE TO PROBATE

Probate can be a lengthy and complex legal process that your heirs may face after your passing. Choosing to establish a trust offers a compelling alternative, providing numerous advantages over traditional probate proceedings.

1. Time Efficiency:

Probate: The probate process can take months or even years, delaying the distribution of assets to heirs.

Trust: With a trust in place, assets can be distributed quickly, bypassing the lengthy probate timeline.

5. Avoiding Government Intervention:

Probate: The government oversees probate, deciding on the distribution of assets according to state laws.

Trust: A trust allows you to dictate the terms of asset distribution, minimizing government involvement in your family's financial affairs.

2. Privacy and Confidentiality:

Probate: Probate proceedings are public, exposing your financial affairs and estate details to the public eye.

Trust: Trusts operate privately, allowing your financial matters to remain confidential and within the family.

6. Flexibility in Planning:

Probate: Limited flexibility in the distribution of assets, subject to probate laws and regulations.

Trust: Greater flexibility to customize your estate plan, ensuring your assets are distributed according to your specific wishes.

3. Cost Savings:

Probate: Legal fees, court costs, and executor fees in probate can significantly deplete the estate's value.

Trust: Establishing a trust can be more cost-effective, reducing the financial burden on the estate and preserving assets for heirs.

4. Control Over Asset Distribution:

Probate: The court decides how assets are distributed, and the process is subject to legal constraints.

Trust: You have control over how your assets are distributed, providing a more personalized and tailored approach to benefit your heirs.

7. Minimizing Family Disputes:

Probate: The probate process may lead to family disputes, contestations, and prolonged legal battles.

Trust: By clearly outlining your wishes in a trust, you can minimize the potential for conflicts among heirs.

Our Services

Holistic Financial Planning & Analysis

Investment
Advisory

Estate Planning:
Trusts and Wills

Tax Planning Strategies

Long Term Care & Life Insurance

Social Security Maximization

We specialize in the following areas:

Grow

Prepare for retirement by putting your hard-earned assets to work.

How?

Asset Diversification
Portfolio Management
Tax-Efficiency

Preserve

Protect the assets that can help you live the retirement you’ve always imagined.

How?

Retirement Income Strategies
Fixed & Indexed Annuities
Risk-Management

Give

Provide for the people and causes you care about the most.

How?

Legacy Planning
Charitable Inclinations
Estate Strategies

We can also assist with the following:

SOCIAL SECURITY
MAXIMIZATION

MEDICARE

PROJECTIONS

ESTATE PLANNING

TRUSTS

No Obligations. Just Solutions.