SPIEGEL & UTRERA, P.A.

LAWYERS

PAYMENT IS NOT REQUIRED

SPIEGEL & UTRERA, P.A.

LAWYERS

PAYMENT IS NOT REQUIRED

Individual Irrevocable Trust

$499.95

Why the irrevocable trust?

An Individual Irrevocable Trust is an unalterable legal entity designed for potential estate tax benefits. Unlike a Revocable Living Trust, offering flexibility but lacking asset protection from estate tax, the Irrevocable Trust necessitates relinquishing some control for potential tax advantages.

By selecting this option, you commence your estate plan with a deliberate emphasis on tax efficiency. This trust, crafted for a flat fee, assures peace of mind and provides an additional layer of financial security.
Considering an Irrevocable Trust?

  • Legal Structure: A fixed legal entity that cannot be modified, amended, or revoked.
  • Tax Efficiency: Geared towards minimizing potential estate tax obligations.
  • Control Relinquishment: Requires ceding some control to unlock potential tax advantages.
  • Strategic Positioning: Strategically positions assets for long-term planning and tax efficiency.
  • Transparent Pricing: Offered at a flat fee of $499.95 for predictable costs.
  • Peace of Mind: Assures sound financial planning and an additional layer of asset protection.

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Living trusts, prized for probate avoidance and streamlined asset distribution, see increasing popularity as individuals seek alternatives to conventional wills. Recognizing the advantages of heightened control, flexibility, and privacy in estate management, people are drawn to these trusts. Stay informed for optimal estate planning.