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Revocable Living Trust
Benefit from the most versatile and effective means of managing your financial objectives now, and after your passing. Establish a Revocable Living Trust administered by Monroe Bank & Trust.
Features and Benefits
- Reduce dilution of estate by avoiding the cost of Probate proceedings.
- Protect your interests in the event of disability.
- Maintain privacy and expidite the distribution of assets.
- Optimize tax and investment planning strategies.
- Managed by experienced MBT Wealth Management Professionals.
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Flexibility for Your Future
Your future isn’t set in stone. Neither should your trust be. With a Revocable Living Trust from Monroe Bank & Trust, you get maximum flexibility, with unlimited changes to your Trust. Change terms. Add or remove assets. Restructure your asset protection strategy. While you’re living, you have the freedom to change your Revocable Trust in just about anyway you see fit; upon your passing, the Trust terms become irrevocable.
A Revocable Trust gives you an organized distribution, investment and management plan – similar to a will – with the additional benefit of avoiding costly Probate proceedings. Plus, you’ll get the expertise of MBT’s Wealth Management professionals.
Call your MBTeam Wealth Management specialist today to learn more, or click here to contact a Wealth Management professional.
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The information above is not intended nor should it be used as a substitute for the advice of an attorney, estate or tax planner, whose advice should be sought to review your personal circumstances and goals. |
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