With a living trust, you have the flexibility to accomplish many objectives, delegating as much investment responsibility as you wish. Living trusts can be revocable or irrevocable and may be amended or terminated anytime during your lifetime.
Proper transfer of assets
Protection and safekeeping of your trust assets
Efficient record keeping and performance tracking
Paying for your needs if you become incapacitated
Private settlement and timely distribution of trust assets upon death
Manage and protect your assets for your family’s future generations based on your individual situation