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Long-Term Care Planning

Planning For The Future With Trusts [Video]

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A trust is a legal document that can be created during a person’s lifetime and survive the person’s death. A trust can also be created by a will and formed after death. Once assets are put into the trust they belong to the trust itself (such as a bank account), not the trustee (person). They remain subject to the rules and instructions of the trust contract. In essence, a trust is a right to money or property, which is held in a fiduciary relationship by one person or bank for the benefit of another. The trustee is the one who holds title to the trust property, and the beneficiary is the person who receives the benefits of the trust.

Revocable Trusts

Revocable trusts are created during the lifetime of the trust maker and can be altered, changed, modified or revoked entirely. Often called a living trust, these are trusts in which the trust …

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Long-Term Care Planning

Building a portfolio that gives you opportunities to grow your savings and have a level of protection during downturns can be a challenge — but it’s possible with Lincoln Level Advantage indexed variable annuity. The 3-year participation rate is one of several indexed account options available. To learn more, visit http://www.lfg.com/LevelAdvantage

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Long-Term Care Planning

Building a portfolio that gives you opportunities to grow your savings and have a level of protection during downturns can be a challenge — but it’s possible with Lincoln Level Advantage indexed variable annuity. The 6-year annual lock is one of several indexed account options available. To learn more, visit http://www.lfg.com/LevelAdvantage