Today marks the largest international wealth transfer in history with $30
trillion in assets projected to transfer from boomers to their heirs, yet 60% of
American adults don’t have an estate plan.

A Little Trust Goes a Long Way

Avoids probate court proceedings

Ensures you receive proper care and financial affairs are in order if you become incapacitated

Prevents beneficiaries from squandering their inheritance

Protects you from potential elder financial abuse

Preserves family harmony with a corporate trustee who is objective and and staffed with legal and investment professionals who have a legal duty to act in the best interest of your beneficiaries

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