Protect your family with a living trust

Published: 15 March 2024
on channel: Heritage Reverse Mortgage
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Most retirees have a Will. but they often don't know that even with a Will, the family will still have to hire an attorney and appear before a Judge to go through Probate to execute the Will.
I recommend my clients get a living trust to avoid probate and unnecessary inheritance taxes. A Living Trust acts like a bridge of ownership in the property and assets transfer immediately upon the death.
If you would like more information reach out to me and I'd be happy to connect you with options for an affordable trust.
Trevor Carlson
435-359-9000
Heritage Reverse Mortgage
NMLS #1497455 Equal Housing Lender
https://heritagereversemortgage.com/c...


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