There are many different types of trusts, and they can be complex to set up and execute. However, a trust can be a very flexible and advantageous means to transfer your assets in the future. Trusts can also provide current benefits, such as tax deferral and deductions. Unlike a will, a trust may help avoid probate upon your death.
We are happy to work together with you and a qualified estate planning attorney to help you learn more about trusts and ensure they work in concert with your overall financial strategy.
Our firm is not permitted to offer, and no statement contained herein shall constitute, tax or legal advice. You should consult a legal or tax professional on any such matters.
It is important to feel you have control over your future. At Yeisley Financial Group, we offer our experience and knowledge to design a specific plan of action that helps you work toward your financial independence.
To schedule a time to discuss your financial future and the possible role of insurance or investment products in your financial strategy, contact us at firstname.lastname@example.org or call us at 316.719.2900 today!
It can be difficult to make financial decisions without access to information. If you have questions or concerns about your current retirement strategy, feel free to contact us using the form below.
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We are a group of independent financial services firms dedicated to helping individuals create investment solutions and retirement strategies using a variety of financial planning tools customized to fit their needs and objectives. Yeisley Financial Group, Inc. provides insurance products and services. Yeisley Wealth Solutions, Inc. is a state registered investment advisor firm that provides investment advisory services. Yeisley Wealth Solutions may only transact business in those states in which it maintains a notice filing, or qualifies for an exemption or exclusion from registration requirements. Yeisley Tax Solutions, Inc. provides tax preparation services. Our companies are headquartered in Wichita, Kansas and all companies are advertised to the public collectively as Yeisley Financial Group.
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