An intro to trusts - Free Consultation

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Passing on wealth via a will or lifetime gift can sometimes be inefficient. A trust can help ensure that your family get the most out of your assets. A trust is a legal entity set up by an individual (known as the settlor) which allows another person to benefit from an asset without being its legal owner. A person is chosen to manage the trust (the trustee) on behalf of the beneficiaries. A trust continues to protect the settlor’s assets after death or in the event that they lose capacity to manage their own affairs.

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