New Free Report Reveals: 7 Essential Things You Need to
Protect Your Legacy Wealth--and Pass It On Tax-Efficiently to Your
Heirs
O'FALLON, Ill.,
June 25,
2024 /PRNewswire/ -- According to both AARP and CNBC,
more than 6 in 10 Americans don't have a written will—or if they
do, their will is woefully out of date.
But even if you HAVE drafted a will recently, did you know that
having "only" a will is often not nearly enough to protect your
assets after your inevitable passing?
That's the assertion of Joseph RoosEvans, CEO of FRA Trust, a
financial advisor specialized in estate and retirement
planning.
His new free special report, The 7 Essential Pillars of
Estate Planning, shows you "everything you need to protect you
and your family – and your legacy wealth" -- with he calls a
'bullet-proof and tax-efficient estate plan," says RoosEvans.
Among the topics covered in this report:
- Why everyone who has assets—and not just the rich—should have
an estate plan.
- The 10 essential estate planning documents that you may
need,
- How to create an "instant" million-dollar tax-free estate.
- How often should you review and update your will and estate
plan?
- Why having only a will is not enough: what you need to know
about trusts.
Says RoosEvans, "While having a will has always been an
essential part of the overall estate planning process, it is in
reality just one piece of the complete picture."
Mr. RoosEvans advises his clients that especially in today's
uncertain economy, "the smartest move you can make is to strengthen
your estate plan by having both a will and a trust."
In his report, RoosEvans explains that there are a variety of
trusts available to provide maximum financial security for every
type of family.
For example, he says a "special needs trust" may be the ideal
way to ensure a disabled offspring will have enough money to be
financially secure for life, even after you pass.
To request your free copy of The 7 Essential Pillars of
Estate Planning, just call FRA Trust toll-free at 800-279-9785,
or download the free report online at
www.pillars.fratrust.com/pillars.
Media Contact: marketing@fratrust.com
View original
content:https://www.prnewswire.com/news-releases/when-having-just-a-will-is-not-enough-302181657.html
SOURCE FRA Trust Advisors