WE TEACH… YOU LEARN AND GROW
Safeguard Financial has seminars many times per month to help our prospective and current clients learn how a proper estate plan can can benefit you and your family financially.
You may view our upcoming online webinars here and also book your time slot to attend.
Safeguard Estate and Financial Planning
What Exactly is a Living Trust?
When someone passes away, their assets & wealth typically go through a lengthy legal process called “probate.” The problem with probate is that it is often expensive, difficult, and time-consuming.
Creating a “Living Trust” helps a family to bypass the difficult process of probate and allow their assets and wealth to smoothly transition down to their Heirs.
It also prevents family members from battling over one’s assets and wealth after they’re gone. A living trust clearly spells out who gets what, AND the wealth is not excessively taxed via the legal process of probate.
Getting a living trust is much more simple and easy than most people would think.
We’re holding an upcoming webinar on how to get a living trust. You can click “register” to attend one of our upcoming webinar dates.