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How can I ensure that my trust fulfills my intended goals?

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How can I ensure that my trust fulfills my intended goals?

Question: How can I ensure that my trust fulfills my intended goals?

Answer: I think you can ensure that your trust fulfills your intended goals by doing proper planning, particularly with an estate planning attorney, who may also bring in your financial advisor and your tax advisor. The trust document is intended at times to be a tool to save estate taxes the trust document is also there to work to provide for the financial security of your family and that you may put provisions in the trust document that controls when they receive property, how much they receive, and under what conditions they receive property. So it’s a very good tool to provide for the financial security of your beneficiaries.


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