Trusts can provide both tax and non-tax benefits to you and your family, but do you know how? Join our FORVIS Private Client advisors as they share how to navigate the often-intimidating world of trusts and break down the important role trusts can play in a comprehensive estate, tax, and financial plan designed to help you and your family achieve your goals and aspirations.

Learning Objectives

Upon completion of this program, participants will be able to: 

  • Identify the basic types of trusts
  • Recognize the most common types of trusts
  • Explain the tax and non-tax benefits of trusts

CPE Information

Archive // Not CPE eligible

FORVIS Private Client services may include investment advisory services provided by FORVIS Wealth Advisors, LLC, an SEC-registered investment adviser, and/or accounting, tax, and related solutions provided by FORVIS, LLP. The information in this presentation should not be considered investment advice to you, nor an offer to buy or sell any securities or financial instruments. The services, or investment strategies, mentioned in this presentation may not be available to, or suitable, for you. Consult a financial advisor or tax professional before implementing any investment, tax, or other strategy mentioned herein. The information herein is believed to be accurate as of the time it is presented and it may become inaccurate or outdated with the passage of time. Past performance does not guarantee future performance. All investments may lose money.

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