Estate planning is the process by which an individual or family arranges the transfer of assets in anticipation of death. An estate plan aims to preserve the most amount of wealth possible for the intended beneficiaries and flexibility for the individual prior to their passing. Estate planning distributes the real and personal property to an individual’s heirs. Trusts unlike Will’s have the ability to avoid probate and the associated taxes to your heirs.
135 Group also provides services in Asset Optimization and Tax-Free Retirement Planning.
The 135 Group has put together trusts for clients worth millions of dollars in assets all the way to customers with minimal assets. Regardless of the amount of assets you own, trusts are a great way to settle assets and avoid placing a tax burden on your beneficiaries.