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. Get your financial advisor matches today. | This Quiz Matches nearly 50,000 People Each Month with Vetted Fiduciary Financial Advisors | SmartAsset 122 E 42nd St #4300, New York, NY 10168 | This is not an offer to buy or sell any security or interest. All investing involves risk, including loss of principal. Working with an adviser may come with potential downsides such as payment of fees (which will reduce returns). Past performance is not a guarantee of future results. There are no guarantees that working with an adviser will yield positive returns. The existence of a fiduciary duty does not prevent the rise of potential conflicts of interest. SmartAsset.com is not intended to provide legal advice, tax advice, accounting advice or financial advice (Other than referring users to third party advisers registered or chartered as fiduciaries ("Adviser(s)") with a regulatory body in the United States). The article and opinions in this publication are for general information only and are not intended to provide specific advice or recommendations for any individual. We suggest that you consult your accountant, tax, or legal advisor with regard to your individual situation. SmartAsset Advisors, LLC ("SmartAsset"), a wholly owned subsidiary of Financial Insight Technology, is registered with the U.S. Securities and Exchange Commission as an investment adviser. SmartAsset's services are limited to referring users to third party advisers registered or chartered as fiduciaries ("Adviser(s)") with a regulatory body in the United States that have elected to participate in our matching platform based on information gathered from users through our online questionnaire. SmartAsset receives compensation from Advisers for our services. SmartAsset does not review the ongoing performance of any Adviser, participate in the management of any user's account by an Adviser or provide advice regarding specific investments. We do not manage client funds or hold custody of assets, we help users connect with relevant financial advisors. | This email is a paid advertisement. It is for a product and/or service that is not offered, recommended or endorsed by Wealth Empire and neither the company nor its affiliates bear responsibility or control over the content of the advertisement and the product or service offered. There is a very high degree of risk involved in trading. Past performance is not indicative of future results. The profits and performance shown are not typical, we make no future earnings claims, and you may lose money. Wealth Empire and all individuals affiliated with this site assume no responsibility for your trading and investment results. The indicators, strategies, columns, articles and all other features are strictly for communication purposes only and should not be construed as investment advice. Information for any trading observations are obtained from sources believed to be reliable, but we do not warrant its completeness or accuracy, or warrant any results from the use of the information. Your use of the trading observations is entirely at your own risk and it is your sole responsibility to evaluate the accuracy, completeness and usefulness of the information. Your information may be shared with our educational partners. You must assess the risk of any trade with your licensed investment professional and make your own independent decisions regarding any securities or investments mentioned herein. Affiliates of Wealth Empire may have a position or effect transactions in the securities or investments described herein (or options thereon) and/or otherwise employ trading strategies that may be consistent or inconsistent with the provided strategies.
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