Who Should Establish an Irrevocable Trust?

While irrevocable trusts are not suitable for every situation, they can be highly effective for certain individuals. Those with considerable assets, concerns about future creditors, or a desire to qualify for government assistance programs such as Medicaid may benefit from this type of trust. Irrevocable trusts also appeal to individuals interested in charitable giving or creating a long-term plan for the structured distribution of wealth.

There's a lot that goes into setting up a comprehensive estate plan, but with our FREE worksheet, you'll be one step closer to getting yourself and your family on the path to a secure and happy future.

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