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What’s the best way to leave money to loved ones?

Trusts

There are many different types of trusts, and they can be complex to set up and execute. However, a trust can be a very flexible and advantageous means to transfer your assets in the future. Trusts can also provide current benefits, such as tax deferral and deductions. Unlike a will, a trust may help avoid probate upon your death.

We are happy to work together with you and a qualified estate planning attorney to help you learn more about trusts and ensure they work in concert with your overall financial strategy.

Our firm is not permitted to offer, and no statement contained herein shall constitute, tax or legal advice. You should consult a legal or tax professional on any such matters.

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How can we help you with your planning? What are Your Goals & Concerns?

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At Soutas Financial & Insurance Solutions, Inc., we offer you the following services:

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Retirement Income Strategies

Wealth Accumulation Strategies

Asset Protection

Long-Term Care Strategies

Legacy Planning

Tax Planning Strategies

IRA, 401(k) & 403(b) Rollovers

Life Insurance

Annuities

Medicare

We can also refer you to professionals who provide the following services:

» Trusts » Probate » Charitable Giving » Estate Planning
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Investment advisory services offered through Foundations Investment Advisors, LLC (“Foundations”), an SEC registered investment adviser. Nothing on this website constitutes investment, legal or tax advice, or performance data. Any mention of a particular security, portfolio of securities, transaction, investment or planning strategy is not an indication that it is suitable for any specific person. Personal investment advice can only be rendered after the engagement of Foundations, execution of required documentation, and receipt of required disclosures. Investments in securities involve the risk of loss. Any past performance is no guarantee of future results. Advisory services are only offered to clients or prospective clients where Foundations and its advisors are properly licensed or exempted. For more information, please go to adviserinfo.sec.gov and search by our firm name or by our CRD #175083. Any comments regarding safe and secure investments, or Guaranteed income streams refer only to fixed insurance products. They do not in any way refer to investment advisory services offered through Foundations. Rates and Guarantees provided by insurance products and annuities are subject to the financial strength of the issuing insurance company; not guaranteed by any bank or the FDIC. This is not endorsed by the U.S. government or associated with any federal Medicare program.

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