PLANNING
You don't have to be wealthy to benefit from a trust. You may want to finance a loved one's education, reduce your federal income taxes, benefit a charity, protect your estate from death taxes, make sure heirs receive assets just as you want and avoid probate costs.
In plain language, the experts at Lone Star Trust can explain trusts and help you fulfill your goals.
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Planning
Personal Financial Planning
★ Life and disability needs
★ College funding
★ Retirement planning
★ Estate planning