Video FAQs

Wealth Transfer Planning

Will a family wealth trust avoid income taxes?

Not really, but possibly. The fact of the matter is, is that if income is earned, somebody is going to pay tax on that income. It’s just a question of whether that tax payer is the trust or the beneficiary. The tax savings may come from the standpoint that a beneficiary may be in a lower tax bracket than a trust or vice versa.
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