WHICH TYPE OF TRUST IS RIGHT FOR YOU?
MEET BOB & SALLY
Bob & Sally are concerned about protecting their assets.
They’ve discussed their options with their friends at the coffee shop. They’ve even searched Internet articles & blogs extensively. They have found a lot of contradictory information and are ready to pull their hair out.
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At Tomac & Tomac, we meet people like Bob & Sally every day. Our goal is to help everyone understand the facts and reduce frustrations. One of the most important things to know is that while there are many different types of trusts, we most commonly use Revocable Living
Trusts and Irrevocable Asset Protection Trusts.
USE THIS CHART BELOW TO IDENTIFY
WHICH TYPE OF TRUST
IS RIGHT FOR YOU
A REVOCABLE LIVING TRUST
IS LIKE A WAGON
•You pull it where you wish.
•You control what goes in & comes
out of it.
•In the event of your incapacity or
death, your trust directs who can
pick up the handle in your absence.
AN IRREVOCABLE TRUST IS
ALSO LIKE A WAGON, BUT
WITH A COVER.
•The “cover” protects your assets
from creditors and predators.
•This type of trust can assist in
Medicaid eligibility.
Ready to take the next step? Get your own personalized analysis absolutely free. Contact us today!