Answer:
Though trust based planning is generally advisable to most homeowners today, it is not necessary for everyone. Moreover, sometimes court supervision is indicated where litigation is highly likely. I have found that most clients opt for a trust based plan when presented with their options. The typical client profile where trust based planning is warranted is as follows: 1) client owns their home and has assets over $100,000.00; & 2) client has children.
Action Points:
Want to find out if a trust based plan is right for you? Click HERE to contact Mr. Edwards or give him a call today and he will send you a complimentary questionnaire designed to determine if a trust is right for you.
Do you already know that you need a trust? If so, take the loving and proactive step to get your plan in place and contact Mr. Edwards today.
