Cincinnati Investment Planning and Other Videos

What benefits does a trust offer?


certified financial planning

What benefits does a trust offer?

Question: What benefits does a trust offer?

Answer:  The benefits of a trust are that it controls who gets what and when. When you are leaving property to your heirs in a trust document it will identify which family members are going to receive what property and then when they are going to receive it and that may include restrictions on transfers during their lifetime and then it also identifies in the end whether restrictions be at a certain age and what percentage of the assets are distributed at certain ages.

« Return to Video Lobby