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Personal Trusts

Tax Benefits and Greater Control

You've amassed enough money for a comfortable retirement. But what will happen to those assets when you're gone? You may have a will that specifies your wishes. But it may not be enough.

Ensure that your wishes are followed

Whether you want to leave a legacy to charity, provide income for your spouse, or pass assets to your children or grandchildren, a trust can help you do it. Personal trusts can provide control over your assets, tax savings and privacy.

Gain greater peace of mind

Many people who opt for a trust decide to have it professionally managed. You can find out why this makes sense–and learn more about trusts–in these links. Or, you can always call your Financial Consultant–a person whose advice you already ‘trust.’



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Personal Trusts

9 Hard Questions

Common Types of Trusts

Grantors, Trustees & Beneficiaries Defined

Trusts vs. Wills

The Tax Benefits of Trusts

The Value of a Professional Trustee

Creating a Trust

Why Create a Trust through RBC Dain Rauscher and Comerica?

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