3 Surprising Benefits of Setting Up a Trust

Hello Pal,

You know how sometimes you stumble across something that completely changes your perspective? Well, that happened to me recently with Trusts. I know, I know - it can be a boring conversation but hear me out because what I have learned might just blow your mind.

I always thought Trusts were for oil barons and tech billionaires. Turns out, they can be incredibly useful for regular people like us too. Let me share three things that really caught me off guard:

1. It helps you save time: Instead of your family getting tangled up in endless paperwork and court visits after you're gone, a trust lets them skip all that nonsense. Your wishes get carried out quickly and smoothly.?

2. You Get to Keep it Private: Unlike a will that becomes public record (yikes!), a trust keeps your affairs private. No one needs to know the details of what you're leaving behind unless you want them to.

3. You can Protect Your Legacy From Taxes: It can actually save your family money. With some clever planning, a trust can help reduce those estate taxes. More of what you've worked hard for should go to the people you love, not the tax guy's jor.

Now, I am not saying trusts are some magic that solves everything. But I genuinely think they are worth considering. It's got me thinking about how I can make things easier for my own family down the road so I visited Leadway Capital and Trusts to set up a trust as soon as I could.

What about you? Have you ever thought about Trusts before? Do you have questions about Trusts? If you are interested in setting up one or need clarity on Trusts,? leave a comment or send us a message here on LinkedIn.

Till next week,

Lots of love,

Caleb

From Leadway

P.S. If you're curious about exploring this further, just give me a shout. No pressure, just here to help if you need it!