Since 1865
The Generational Transfer Trust
Provide for Family and Help Impact the World
Have you considered the benefits of a Generational Transfer Trust as part of your family's future? You can transfer all or part of your assets to the next generation and others through this unique tool.
These are three things the Generational Transfer Trust can do:
Provide for Family
Pass on Wealth
Impact the World
| BENEFITS | Interstate (Government) Transfer | Will Distribution | Living Trust | Joint Ownership | Beneficiary Designation | Generational Transfer Trust |
|---|---|---|---|---|---|---|
| Avoids cost of probate | No | No | Yes | Maybe | Maybe | YES |
| Avoids emotional impact of probate on family | No | No | Yes | Maybe | Maybe | YES |
| Accidental disinheritance avoided | No | Yes | Yes | Maybe | Maybe | YES |
| Control of Distribution to family | No | Yes | Yes | Yes | Yes | YES |
| Document never needs updating | N/A | No | No | No | No | YES |
| Can increase current income | NO | No | No | No | No | YES |
| Provides asset diversification and protection | No | No | No | No | No | YES |
| Provides income tax deduction | No | No | No | No | No | YES |
| Assets grow tax free | No | No | No | No | No | YES |
| Sell assets free from capital gain tax | No | No | No | No | No | YES |
| Can minimize state and federal inheritance tax | No | No | No | Maybe | No | YES |
| Change the world - bring hope to the less fortunate | No | Maybe | Maybe | No | Maybe | YES |
For more information, please contact your local representative at: