What is a Family Trust and How Do You Set One Up? | A family trust may be able to help preserve and pass on your
wealth. | Benefits of a family trust: - Avoid probate: Helps keep matters private and potentially
saves your heirs time and legal fees. - Shield assets: Potentially protect assets from creditors, lawsuits,
and even divorce. - Legacy planning: Define how and when beneficiaries receive
their inheritance - Tax strategy: With estate tax thresholds set to decrease in
2026, trusts can potentially be used proactively to minimize
exposure and lock in current exemptions while they last. However, setting up a trust isn't one-size-fits-all. A financial advisor
may be able to help find the trust option that best suits your needs.
SmartAsset's free tool can help match you with vetted financial advisors who serve your area, each legally bound to work in your best interest.
It's never too late to plan to work toward a comfortable retirement.
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