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.

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.

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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.

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Ready to take the next step? Get your own personalized analysis absolutely free. Contact us today!