Dedicated to Civilian Federal Employees since 1943

Dedicated to Civilian Federal Employees since 1943

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Understanding Trusts: Their Importance in the Estate Planning Process

Trusts can play a significant role in estate planning. They may provide protection of your assets and help with taxes at your passing.   In essence, a trust is a tangible, practical plan that can incorporate your financial wishes for the future.
Today’s webinar will focus on:

  • What is a Trust?
  • Different types of Trusts
  • Mechanics of establishing a Trust
  • Operating a Trust
  • Income taxation of a Trust
  • Closing out a Trust