Wealth Tips Daily <newsletter@m.wealthtipsdaily.com> 

How to Set Up a Family Trust

To: Peter Hovis <peter.hovis@gmail.com> 

Reply-To: newsletter@m.wealthtipsdaily.com

For many investors, a family trust may be a key part of a smart estate and financial plan, especially for preserving and passing on wealth.

A family trust is a specific type of trust you could use to help ensure your lovedones receive your wealth, and potentially avoid public disclosure of trust assets.

Wondering if a family trust is right for your assets? Speaking with a financial advisor could be a good first step to answering that question and potentially setting one up.

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.

If you’re thinking about creating or updating a trust, now may be the right time to speak with a fiduciary financial advisor.

That’s why we created a free tool to 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.