With a Living Trust, you have long-term benefits but nothing changes in how you live your life or manage your affairs at this time. As the grantor, you...

• Place assets into a revocable trust which you or a trustee such as the Foundation manages for your benefit. You can remain your own trustee, and name the Foundation as a co-trustee or successor trustee.
• Receive income and principal as needed, according to your wishes and needs.
• Have the reassurance of prudent management by Foundation trustees and staff, upon request or in case of your incapacity.
• Understand that assets in the trust by-pass the probate process and may also include provisions that eliminate or reduce estate taxes.

The trust has title to all the assets transferred into it, but you own the trust. You can transfer assets into or out of the trust, change its terms, or revoke it entirely - as you desire - anytime until you become incapacitated.

Your LFSW consultant can answer any further questions you might have and develop specific illustrations for your personal estate planning needs and goals.

For a no-cost, no-obligation consultation in the privacy of your home, please complete the free offers page on this website or call 1-800-424-0447.