A Trust may provide many benefits for your estate planning. These benefits include:

  • Managing Estate Taxes
  • Bypassing Probate
  • Protecting Family Assets
  • Minimizing Expenses
  • Avoiding Publicity
  • Planning for Incapacity

Using Trusts in a gift or estate plan can provide significant tax savings while preserving some control over what happens to the transferred assets.

Contact your Montello Wealth Financial Consultant

Your Montello Wealth Financial Consultant can assist you in developing successful tax reduction and avoidance strategies.

Contact us  for more information on Montello Wealth’s' tax strategies.