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Trust Planning


Why is this Important?
You possibly already know about financial planning—the significance of drawing up a budget, saving money, planning for retirement—as a way to control your money, but did you know estate planning is an essential element of the financial planning process, too?

Estate planning can provide you tremendous peace of mind, understanding that the people you select will be in charge of your affairs after you are passed and that your desires will be followed.

Moreover, a comprehensive estate format can designate whom you would like to have making monetary and health care decisions on your behalf, as well as specifying the sorts of medical treatment you do and do not favor if you come to be incapacitated. Your loved ones additionally will respect not having to make challenging choices during an already stressful time.

A strong trust plan, therefore, is clearly an necessary part of personal financial planning.
  • Benefits of Trust Planning 

  • Trusts avoid the probate process. 
  • Trusts may provide tax benefits. 
  • Trusts offer specific parameters for the use of your assets. 
  • Revocable trusts can help during illness or disability – not just death. 
  • Trusts allow for flexibility.

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American Heritage Financial, LLC is not an affiliate of OneAmerica Securities or the companies of OneAmerica and is not a broker dealer or Registered Investment Advisor. American Heritage Financial, LLC is authorized to conduct life insurance and securities business in Florida and may be licensed in other states. American Heritage Financial, LLC cannot conduct life insurance or securities business in states in which we are not licensed. This website is in no way to be construed as an offer for the sale of insurance or securities products in unauthorized states or countries.
Provided content is for overview and informational purposes only and is not intended and should not be relied upon as individualized tax, legal, fiduciary, or investment advice. Neither OneAmerica Securities, the companies of OneAmerica, American Heritage Financial, LLC, nor their representatives provide tax or legal advice. For answers to specific questions and before making any decisions, please consult a qualified attorney or tax advisor. Guarantees are subject to the claims paying ability of the issuing insurance company. American Heritage Financial, LLC is not affiliated with or endorsed by the Social Security Administration, the Centers for Medicare & Medicaid Services or any other governmental agency. All numeric examples and any individuals shown are hypothetical and were used for explanatory purposes only. Actual results may vary. The use of asset allocation or diversification does not assure a profit or guarantee against a loss. Investing involves risk which includes potential loss of principal.
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