Legacy Trust Course - Overview
We will soon witness the greatest wealth transfer in history! 📜 Your assets and property will transfer safely to your children with proper planning🏡 If not, Uncle Sam will plan for you. This course provides valuable information especially to those from underserved communities that have been left out of wealth preservation conversation 💰📚
In this Legacy Trust Course Overview, you will learn about how the use of a trust is necessary in your estate plan to make clear your intentions about how you want your estate handled and to preserve as much of your wealth for your family by avoiding probate.
Module 1: Common Trusts
Module 2: Trustee and Trust Administration
Module 3: Trust Documents and Formalities
Module 4: Trust Update and Storage
Module 5: Trust Funding
Cassandra Lynch, Esq., EA is an American licensed attorney with Legacy Tax Advisors, LLC. She offers advisory services for Wealth and Business planning including trusts, taxes, business formation, and business credit.
Also, check out our Legacy Trust Guide eBook or Audiobook for your general trust questions:
eBook📗: legacytaxadvisorsllc.gumroad.com/l/LegacyTrustGuideEbook
Audiobook🎧: legacytaxadvisorsllc.gumroad.com/l/LegacyTrustGuideAudiobook
Email: info@legacytaxadvisorsllc.com
Website: legacytaxadvisorsllc.com
Connect with Legacy Tax Advisors for trust, tax, and business information and updates 🙌
Contact List: https://docs.google.com/forms/d/e/1FAIpQLSe7ltb0QO819-HkXxKDzxhPRDttyieXI0CwK9-mywd6Js4bBw/viewform?usp=sf_link
This course will show you how to use a trust to make it clearly known the way you want your estate to be handled after you pass or if you're incapacitated.