Use Trusts to…
|Keep wealth within your client’s family|
|Protect against social impacts|
|Save tax payments in the future|
Direct and Protect your Client’s Wealth
Most of your clients want to leave their wealth to their children, grandchildren and great-grandchildren.
Putting your client’s assets into Trust
- Keeps more of their wealth within their family bloodline
- Protects it from social impacts, such as divorce, remarriage and creditors
- Removes the assets from the beneficiary’s estate
Keep it in the Bloodline
When beneficiaries receive cash, property or other assets directly, or absolutely, these gifts form part of the beneficiary’s estate and can be exposed to third party risks. Use Solidus Trust Solutions to keep your client’s wealth within their family bloodline.