What’s the best way to leave money to loved ones?
There are many different types of trusts, and they can be complex to set up and execute. However, a trust can be a very flexible and advantageous means to transfer your assets in the future. Trusts can also provide current benefits, such as tax deferral and deductions. Unlike a will, a trust may help avoid probate upon your death.
We are happy to work together with you and a qualified estate planning attorney to help you learn more about trusts and ensure they work in concert with your overall financial strategy.
We want to help. Please contact us by filling out the form below or by calling us at (865) 392-4260 to schedule your no obligation evaluation meeting where we will answer your questions. If you can invest one hour, we can place you on the path towards the future YOU want.
Our firm is not permitted to offer, and no statement contained herein shall constitute, tax or legal advice. You should consult a legal or tax professional on any such matters.
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Investment advisory services offered through Blue Ridge Wealth Planners, a Registered Investment Advisor. Securities offered through Madison Avenue Securities, LLC (MAS), member FINRA/SIPC. MAS and Blue Ridge Wealth Planners are not affiliated companies.
Blue Ridge Wealth Planners’ Chattanooga location at 1200 Premier Drive, Suite 270, Chattanooga, TN 37421 is an office of convenience for meeting with clients only. All business records and services are held and conducted from the main address at 9725 Cogdill Road, Suite 101, Knoxville, TN 37932.