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How Can A Living Trust Benefit My Family?

BridgePact Financial provides access to a digital platform to create wills, health care directives and revocable living trusts.  Many people believe that only the wealthy need wealth building tools like a living trust. The truth is, a living trust may be a useful financial-planning tool for your family if you have a net worth of at least $100,000 and meet one of the following conditions according to the National Association of Financial and Estate Planning (NAFEP):

  • A sizable amount of your assets are in real estate, a business or an art collection

  • You want to leave your estate to your heirs in a way that is not directly and immediately payable to them upon your death.  For example, you may want to stipulate that they receive their inheritance in three parts, or upon certain conditions being met, such as graduating from college 

  • You want to support your surviving spouse, but also want to ensure that the principal or remainder of your estate goes to your chosen heirs (e.g., your children from a first marriage) after your spouse dies

  • You and your spouse want to maximize your estate-tax exemptions

  • You have a disabled relative whom you would like to provide for without disqualifying him/her from Medicaid or other government assistance

The chief advantages of a trust are:  

  • Put conditions on how and when your assets are distributed after you die 

  • Reduce estate and gift taxes 

  • Distribute assets to heirs efficiently without cost, delay and publicity of probate court 

  • Better protect your assets from creditors and lawsuits 

  • Name a successor trustee, who not only manages your trust after you die, but is empowered to manage the trust assets if you become unable to do so

BridgePact Financial can provide a FREE consultation with competent licensed Financial Planners to answer your questions and assist you every step of the way in setting up a trust.  

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