Will Your Trust Perform For You When Life Intervenes?
Trusts are, essentially, protection from the many things that can go wrong in life. But what happens when the trust itself is the thing that goes wrong? When it pits your beneficiaries against each other, or is handled improperly? Those sorts of things can be avoided with a third party trustee, and we can help you understand if that would be beneficial for you.
Trust laws can be very complicated, and the choices you make can be very consequential. Our Legacy Services Department can help you think through your options with our second opinion service. It’s free of cost or obligation, a part of our family office services.
Life is busy and there’s always time…or is there? Why not make an appointment now using this link? Our goal is to help you make sure your trust performs for you when you need it to.
Book your Legacy Services Appointment now!
Disclosure: This document and its contents are provided for informational and organizational purposes only and are not intended to serve as legal, tax, or financial advice. Financial Gravity Family Office Services, LLC (FGFOS), Financial Gravity Legacy Services, LLC, and their affiliates do not provide legal or tax advice. Clients should consult with their own qualified legal, tax, and financial professionals before establishing, modifying, or relying on any trust or estate plan.
Any trust structuring, document preparation, or related legal services are coordinated through independent third-party professionals. Financial Gravity does not draft trust documents and does not assume responsibility for legal services provided by external providers. This document is intended to assist in the onboarding and discovery process and should not be interpreted as a recommendation for any specific estate planning strategy. This service is offered through and organized by Financial Gravity Legacy Services, LLC, a vendor to FGFOS.