Trusts and Wills:
Estate Planning
Estate Planning: Preserving Your Property and Wealth For Your Heirs--and For Yourself, Today
We know that estate taxes can significantly reduce the wealth passed down to heirs, often leaving them with much less than anyone anticipated. The financial burden may force heirs to break up land and businesses to pay taxes. Trusts, a will, and other estate planning can protect your wealth and your heirs after your death.
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David Perry can help you do even more. Choose who enjoys what you leave behind; leave money for someone to live on, and place for her or him to live. Trusts and wills do all this.
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Estate planning can also help you in your retirement and your old age. A trust can keep your money safe from creditors; get access to medical care and long-term care without losing everything you've saved.
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