Transcription of Reference Guide - Spousal Trusts - 081005
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Reference Guide - Spousal Trusts - 081005
August 2005 Although this material has been compiled from sources believed to be reliable, we cannot guarantee its accuracy or completeness. All opinions expressed and data provided herein are subject to change without notice. The information is provided solely for informational and educational purposes and is not intended to provide, and should not be construed as providing individual financial, investment, tax, legal or accounting advice. Professional advisors should be consulted prior to acting on the basis of the information contained in this Reference Guide . 2005 United Financial Corporation. All rights reserved. 1 Reference Guide Spousal Trusts Contrary to what many people believe, Trusts are not only for the wealthy. In fact, Trusts , and especially testamentary Trusts , are an important estate planning tool for a broad range of individuals and can save on taxes and provide peace of mind.
August 2005 Although this material has been compiled from sources believed to be reliable, we cannot guarantee its accuracy or completeness. All opinions expressed and data provided herein are
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