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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?

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

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

» Trusts » Probate » Charitable Giving » Estate Planning
Recession Financial Planning Fresno, CA

Will A Recession Rob Your Retirement? A complimentary 20-minute Strategy Visit with Soutas Financial can help ensure you and your family are supported — even if the economy takes another dip.

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