When should you set up a trust? You should have the discussion when your individual or family asset base is above $1.0 million threshold. Make sure it includes your financial accounts and real estate holdings. Remember, a trust can help protect your assets from creditors.
To learn more about how to build your retirement wealth, contact Christian Koch, President of KAM South.
He's been helping people build their wealth for more than 20 years. Let him build yours.