What You Need to Know About Living Trusts
A living trust is an important estate planning solution. It is set up to avoid probate, ensuring a simpler way to direct the assets the way you wish.
Misconceptions about living trusts
The most common misconception about a living trust is that it’s only needed if you have a large amount of assets. I often hear from new clients, “I don’t have enough money to really need a living trust!”
Nothing could be further from the truth.
Offering a solution
Sense Financial Services has partnered up with Heritage Estate Services to provide our clients with the best possible solution when it comes to estate planning.
A few facts about Heritage Estate Services:
- Preparing trusts nationally since 1990
- Comprehensive services
- A+ rating by BBB
- Free lifetime changes
- Free lifetime support
- Offered in all 50 states, except Louisiana
Partnering together
Sense Financial Services is a boutique firm that specializes in self-directed retirement accounts. We believe that no one cares more about your retirement than you. Our products aim to put you in the driver’s seat of your retirement. Our self-directed retirement accounts are structured to give you checkbook control over your funds. You can invest your retirement funds in a wide range of investment options, from traditional to non-traditional assets.
We’ve helped hundreds of clients gain checkbook control over their retirement. Our clients invest in the areas they know best- real estate, lending, notes, and much more.
Our partnership with Heritage reflects our belief in your ability to direct your assets, both in looking toward retirement, in retirement, and beyond. Contact one of our representatives today to discuss your current situation and your future goals. Planning for the future can seem overwhelming at first, but the right partners can aid you in the process. A good partner helps remove fears, answer questions, and empower you to accomplish your goals.
