Irrevocable Trust Estate Planning

An Irrevocable Trust permanently transfers ownership of your assets to the trust, providing enhanced asset protection and potential tax savings. Once established, this trust cannot be easily modified or revoked, offering long-term stability and security.

Key Benefits:

Asset Protection: Shields assets from creditors, lawsuits, and legal claims.

Estate Tax Reduction: Removes assets from your taxable estate, potentially lowering estate taxes.

Generational Wealth Transfer: Ensures assets are preserved for future generations.

Charitable Giving: Establishes a vehicle for philanthropic goals while benefiting from tax deductions.

Medicaid Eligibility: Protects assets while qualifying for Medicaid or other government benefits.

 Please complete your Client Data Sheet online to ensure we process your trust smoothly.

How to Complete:

1️⃣ Visit our secure online client data sheet

https://bit.ly/4avt4Z0

2️⃣ Fill out the Client Data Sheet online.

3️⃣ Submit it instantly—no need to visit in person!

💬 Have questions? Contact us at 559-412-7248 for assistance.