Legion Insurance Trust (LIT)

Trust Representation: Understanding Florida's Trust Code

Florida Trust Wealth Management puts trust in rebranding after 25 years

🏦A living trust paired with life insurance becomes a financial engine that protects your household today and builds wealth for generations. Key Points • Keeps Your Assets in the Family – A trust makes sure your home, accounts, and investments pass smoothly to your heirs—not the courts. • Funds the Family Bank Tax-Efficiently – Life insurance delivers money to the trust without probate delays, creating instant capital your family can use strategically. • Gives the Next Generation a Head Start –

Tip to Minimize Minnesota Estate Tax: The Irrevocable Life Insurance Trust (ILIT).

How to Set Up a Trust Fund for Life Insurance in 5 Steps