Shelter Your Assets with the Proper Protection

Do you think that trusts are only for the elite?

While it's true that trusts present many benefits for those with substantial assets to protect, they can also provide security, privacy, control, and tax savings for all sizes of estates.

A trust is usually regarded as a type of legal entity that holds property for an individual. The trust is managed by a trustee, who follows the orders designated by the property owner. The types of property can vary, and include real estate, cars, money, personal collections, stocks, bonds, and business interests.

There are actually several types of trusts, including charitable, marital, family, exclusion, revocable, and irrevocable. Each carries its advantages, limitations, and legal considerations, so it's wise to consult with a professional skilled in this field.

Trusts can help ensure your assets are passed along to your heirs in the manner you want. But, they can also provide income, help avoid lengthy probate proceedings, protect your assets from taxes, shield your financial records from public disclosure, and give clear direction if you're incapacitated. Even if you have a will, in many cases it's still beneficial to have a trust.

With so many advantages, it's easy to understand why most financial experts recommend utilizing a trust as part of your estate planning.

Let Emerging Insurance Brokerage help design a trust that's right for you and your heirs.

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Noori Insurance Agency, Inc.
DBA: Emerging Insurance Brokerage Services

37371 Fremont Blvd Ste B.
Fremont CA 94536

tel 510-796-4929
fax 510-796-4928