As with wealth planning in general, many people think trusts are appropriate only for the very affluent. But personal trusts are a powerful planning tool that can deliver benefits for a wide range of people across the wealth spectrum.
Are trusts an appropriate planning tool for you? It depends, of course, on your unique financial situation, family needs and goals. But trusts are growing in popularity precisely because they are so flexible and able to address a variety of objectives, from the simple to the complex. Some of the ways trusts might benefit you include:
This two-minute video offers a helpful summary of the scope of planning challenges trusts can help address. https://www.ml.com/legacy.html
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