The Benefits of Spousal Trusts in Estate Planning
Best suited for those with $500k+
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How well are you set up to achieve your future financial goals—maybe it’s retiring early or buying that dream vacation home? What about down the road? Are your loved ones secured when you're no longer here?
These are difficult questions, but with the steps outlined in this ebook, you can help ensure your spouse and family are well taken care of. We’ll introduce you to the basics of estate planning and the four common types of spousal trusts you should consider, along with their benefits.
Ease your mind by getting your estate in order and setting your loved ones up for success. We can help.
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Advisory services offered through Wealth Enhancement Advisory Services, LLC, a registered investment advisor and affiliate of Wealth Enhancement Group®. Wealth Enhancement Group is a registered trademark of Wealth Enhancement Group, LLC. Trust services offered through Wealth Enhancement Trust Services, LLC, a trust company chartered under South Dakota law. Privacy Policy, We respect your privacy. California residents here. Do Not Sell or Share My Personal Information Forms ADV and CRS
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Spousal Trusts in your estate plan
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