Tom Holdsworth, LUTCF, CLTC
Financial Services Professional
It's never to late to start preparing
Agent, New York Life Insurance Company
Agent, New York Life Insurance Company
Contact Us
Tom Holdsworth, LUTCF, CLTC
Financial Services Professional
It's never to late to start preparing
Agent, New York Life Insurance Company
Agent, New York Life Insurance Company
Contact Us
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Trusts — Not Just for Estate Taxes
In the past, trusts were often used to avoid estate taxes, but that purpose has become less important for most people with current high exemption amounts. However, a properly constructed trust can serve many other purposes for families of more modest means.