NEW Funding a Trust with an Annuity Advanced Sales Guide

Trusts play an important part in the estate planning process and have become increasingly common. They are often used to help protect assets and minimize taxes. Attorneys, clients, and financial professionals recognize the benefits of using both revocable and irrevocable trusts to avoid the probate process, which can be long, costly, and available for public scrutiny. Most importantly, trusts can help ensure that the wishes of the trust creator are continued even after their passing. Almost as important as making the decision to establish a trust are the decisions around choosing the types of assets to fund it. Commonly, trusts hold several different types of financial assets, including annuities.