US · trustandwill.com

Share the love this February

Fill the air with love and kindness.

This email was sent

Is this your brand on Milled? Claim it.

Fill the air with love and kindness.
 ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌
Trust & Will Logo

Trust & Will Tribune

ring

Share the love.

This month gives us a chance to come together with family, your spouse, or significant other to fill the air with love and kindness. That's why we're sharing with you 5 Tips to Say I Love You with Your Estate Plan.

Of course, it doesn't have to just be your spouse you fill up with joy. You can use this month to thank any caregivers you may know (National Caregivers Day is Feb. 18th!), your kids' guardians, and more.

Read the 5 Tips

🏡 Heart-filled homes

Couples and spouses: a few suggestions on how to spend Feb 14th!

⚖️ Death and taxes

There are 2 things that most certainly will affect your Estate Plan and could cause a loss of generational wealth. Death and taxes. Here's some guidance for both:

📓 Member Stories

nicole

"Then, as often happens, my life changed. I fell in love. We bought a house together. I turned 40." 

— Nicole, Trust & Will member
nicole

 

"Then, as often happens, my life changed. I fell in love. We bought a house together. I turned 40."

Nicole, Trust & Will member

Click here to read Nicole's story.

 

Estate planning definitions

Unpacking commonly asked questions about your Estate Plan.

🏦   "Dynasty Trust" — "What is a Dynasty Trust?", "What are the benefits?", "What's the difference between a Legacy Trust and a Dynasty Trust?"

We answer these questions and many more. A Dynasty Trust is a type of Trust designed to pass on wealth from generation to generation in a tax-advantaged environment.

 

 

 

Facebook Twitter Instagram

Sent with ♥︎ from San Diego, California

This message contains marketing content. No longer want to receive these emails? Unsubscribe.
Trust & Will 961 W Laurel St San Diego, CA 92101

Recent emails from Trust & Will See more