What is Trust Planning? Trust planning can be a useful tool in the course of estate planning. It is an agreement that states how portions of your estate will be allocated and managed to benefit another party or parties upon your death. Unlike a will, most trusts deal only with particular assets, for example, life insurance or a piece of property.

How DoesTrust Planning Work? There are numerous types of trusts catered to specific needs. These include (but are not limited to) marital and non-marital trusts, revocable and irrevocable life insurance trusts, and charitable trust.

Why Do I Need a Trust? A trust can be a useful estate-planning tool for those with considerable assets. It is especially useful if you have very specific instructions on how and when you want your estate to be distributed among desired parties in the event of your death.

How Can We Help? Trusts are complex estate planning tools and there are numerous types. FQ Life can help you decide on the one that is right for you.
Questions We Can Answer:
1. Do I need a trust?
2. What type of trust should I get?
3. How do I choose a suitable trustee?
4. How do I manage a trust?