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Trusts

There are many different types of trusts, and they can be complex to set up and execute. However, a trust can be a very flexible and advantageous means to transfer your assets in the future. Most trusts can also provide current benefits, such as tax deferral and deductions. Unlike a will, a trust may help avoid probate upon your death. To learn more about trusts and how they may benefit you, we will be happy to help you consult a qualified estate planning attorney who can assist you with these issues.


Securities and Advisor Services offered through Silver Oak Securities, Inc., Member FINRA/SIPC. Retirement Security Group and Silver Oak Securities, Inc. are not affiliated.