What Do Singles Need to Know About Trust Planning?
Your financial strategy depends on where you are in life. Are you still building wealth or ready to protect what you've accumulated?
The Million Dollar Question:
Your answer determines your entire estate planning strategy
Why Singles Need Different Planning
Without a spouse to inherit assets tax-free, singles face unique challenges with estate taxes, long-term care costs, and asset protection. The decisions you make today could save your beneficiaries thousands in taxes and protect your life's work.
Grow It?
Playing Offense
You're in growth mode - building wealth, expanding opportunities, and need the flexibility to pivot as life changes.
Building • Expanding • Adapting • Growing
Protect It?
Playing Defense
You've built substantial wealth and now need to defend it from taxes, long-term care costs, and other threats.
Defending • Preserving • Shielding • Securing
Ready to Protect Your Legacy?
As a single person, you don't have the luxury of a spouse to inherit your assets tax-free. Every dollar you protect today is a dollar your loved ones won't lose to taxes or long-term care costs tomorrow.
Don't Wait Until It's Too Late
The best time to plan was 10 years ago. The second best time is now. MAPT planning requires a 5-year lookback period - starting today could save your family hundreds of thousands.
💡 Pro Tip: If you're over 65 and have assets exceeding your state's estate tax exemption, delaying MAPT planning could cost your heirs 16-20% of your estate in taxes alone.