Family Trust and your financial as well as personal ... - The TK Advisor

It is unfortunate that more advisers are not talking to their clients about the merits of a family trust . When we look at the big picture planning , trust considerations are a must . There are different kinds of trusts and one that we most often suggest is a family trust . Working? in the business market , family businesses need advice how best to structure their affairs . We have extensive experience whichoften makes us first in talking to clients about trusts , freezes and reorganizations . Family trust is a excellent vehicle to : save tax while alive and death , accumulate wealth on tax preferred basis , avoid family conflict and on death have a game plan which leaves nothing left to chance . We live in a wonderful country which allows you to structure your affairs in a manner where tax advantageous structures are encouraged but unfortunately either not presented to people by their advisers?or misunderstood . Yes , we do provide estate planning and do not charge our clients for the service we provide . We get paid in two ways : if there is a need for placement of product we are allowed to do so through one of our 11 insurers after completion of a estate plan and the others is through obtaining introductions to your best friends who will benefit from our relationship with them .

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