Protecting Your Family |
Richard S. Ragus, CLU®
Financial Services Professional
CA Insurance License# 0471772
Agent, New York Life Insurance Company
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Newsletters
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Trusts — Not Just for Estate Taxes
In the past, trusts were often used to avoid estate taxes, but that purpose has become less important for most people with current high exemption amounts. However, a properly constructed trust can serve many other purposes for families of more modest means.