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Generation-Skipping Transfer Trust
Provide income for your children or grandchildren while minimizing overall taxability with a Generation Skipping Transfer Trust from Monroe Bank & Trust.
Features and Benefits
- Reduce or avoid estate taxes.
- Protect assets from future lawsuits and creditors.
- Establish a cash flow for your surviving spouse.
- Provide benefits for your children and grandchildren.
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“Next-Generation” Estate PLanning
You’ve worked hard for your assets. And you want to make sure that your children and your grandchildren can reap the benefits of your hard work. So it only makes sense that a Trust be established to provide for them.
One concern to consider is that a “generation skipping transfer tax” can be levied on assets you wish to transfer to someone who is two generations removed. MBT Wealth Management Professionals have the solution: establishing a Generation Skipping Transfer Trust that may help you avoid estate taxes and the additional GST tax.
Enjoy the peace of mind of knowing that you’re providing for your children and grandchildren wisely. Call your MBTeam Wealth Management professional today to schedule a meeting, or click here to contact an MBT trust expert.
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The information above is not intended nor should it be used as a substitute for the advice of an attorney, estate or tax planner, whose advice should be sought to review your personal circumstances and goals. |
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