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Estate Planning

Planning your estate by setting up a trust places conditions on how and when your assets are distributed after you die. Properly planning your estate can reduce estate and gift taxes. The trust can allow you to distribute assets to heirs efficiently without the cost, delay and publicity of probate court. In creating your trust, King Financial Corporation and the client will name a successor trustee, who manages your trust after death, and is legally responsible for managing the trust assets if the client becomes unable to do so.

Estate Planning in Concord, NC

Setting up a trust to ensure the distribution of your assets for family and loved ones is important to most individuals. Trusts can be set up as both simple and straightforward or varied and complex, depending on the wishes and needs of each individual client. Each type has advantages and disadvantages, and the professionals at King Financial Corporation are capable and ready to explain the complexities in ways that make them easy to understand and to give investors peace of mind.

Trust plans include the trust setup, a will, a living will and a health care proxy plan. Assets clients want protected by the trust must be retitled in the name of the trust.

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