L TRUST - REDUCE TAXES
PROTECT, GROW, AND TRANSFER YOUR ASSETS.
Reducing your adjusted gross income (AGI) taxes by a few percentage points is much more valuable than generating similar percentage returns on your retirement contributions.
L TRUST
TRADITIONAL TRUST
Pros
- Asset Protection
- Wealth Preservation
- Legacy Transfer
Cons
- Forfeit Control of Assets
- Often Irrevocable Status
- Limited Tax Advantages
L TRUST
Pros
- Asset Protection
- Wealth Preservation & Growth
- Legacy Transfer
- Preserve Control of Assets
- Revocable Status
- Immediate and Significant Tax Advantages
- In Existence for 10+ Years
- Non-Profit Affiliation
Cons
- ... Resolved