Protective Inheritance Trusts
1:24
plestateplanning.com
Protective Inheritance Trusts
Phelps LaClair has been designing and implementing Living Trusts in Arizona for 40-plus years. Do you want to keep assets in the family after you die?
32 viewsMay 19, 2022
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what is an inheritance trust anyway? A trust can take on many forms, sometimes things are passed along to children with strings attached. Maybe they want you to be a certain age or engage in positive social behavior in order for you to receive your inheritance or to receive it over time. Ultimately, it is up to the trustee to look over things and make sure that they are following the terms of the trust as your parents set up. #EstatePlanning #LivingTrust #FillThatBucket #Pevney #financialfreedom
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what is an inheritance trust anyway? A trust can take on many forms, sometimes things are passed along to children with strings attached. Maybe they want you to be a certain age or engage in positive social behavior in order for you to receive your inheritance or to receive it over time. Ultimately, it is up to the trustee to look over things and make sure that they are following the terms of the trust as your parents set up. #EstatePlanning #LivingTrust #FillThatBucket #Pevney #financialfreedom
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