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Daily Archives: April 24, 2024

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Living Trust (Revocable Trust)What is it and why it matters?

Living Trust (Revocable Trust)What is it and why it matters?

ResourcesBy Anthem AdvisorsApril 24, 2024

In the realm of estate planning, a living trust, also known as a revocable trust, stands out as a powerful tool for individuals looking to secure their assets, avoid probate, and ensure a smooth transfer of wealth to their beneficiaries. This legal entity holds various benefits and considerations that make it a crucial component of…

Risk Disclosure: Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. This material is for information purposes only and is not intended as an offer or solicitation with respect to the purchase or sale of any security. The content is developed from sources believed to be providing accurate information; no warranty, expressed or implied, is made regarding accuracy, adequacy, completeness, legality, reliability or usefulness of any information. Consult your financial professional before making any investment decision. For illustrative use only.

Disclaimer: Anthem Advisors, LLC registered with the SEC as a DBA under Belpointe Asset Management, a Registered Investment Advisor. Investment Advice is offered through Belpointe Asset Management, LLC 500 Damonte Ranch Parkway, Building 700, Unit 700, Reno, NV 89521. Insurance Products are offered through a variety of licensed carriers. Additional information about Belpointe Asset Management is available on the SEC’s website at adviserinfo.sec.gov.

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