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Qualified Terminable Interest Property Trust
You have a lot of people to take care of. With a Monroe Bank & Trust Qualified Terminable Interest Property Trust, you can balance the needs of multiple heirs and have control over the distribution of your estate.
Features and Benefits
- Possible current tax deduction - Increase current income stream.
- Reduce taxable value of the estate - Make a charitable gift today that was planned for the future.
- Diversify investment by liquidating an asset and reinvesting.
- Potential savings on capital gains tax -Guarantee your heirs receive the full value of your planned bequest.
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Many Needs, One Trust
Life has blessed you with a large family. You need to make sure your estate planning properly balances the needs of everyone. A Qualified Terminable Interest Property Trust from Monroe Bank & Trust can assist you in your planning.
A Qualified Terminable Interest Property Trust is established for estates with multiple distribution objectives. It provides the first spouse to die with a means of having input into how the estate will be managed, how the surviving spouse will be provided for, investment advice and an overall distribution strategy.
See if an MBT Qualified Terminable Interest Property Trust is the right option for your family. Call an MBTeam Wealth Management professional at 800-321-0032 or click here to schedule an appointment today.
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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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