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A Living Trust Primer

Submitted by Victory Wealth Management, Inc. on May 3rd, 2021

A living trust is a popular consideration in many estate strategy conversations, but its appropriateness will depend upon your individual needs and objectives.

What is a Living Trust?

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  • assets
  • avoid probate
  • beneficiaries
  • death
  • estate
  • estate strategy
  • financial success
  • living trust
  • ownership
  • probate
  • protecting assets
  • retirement
  • trust
  • victory wealth management
  • wise money moves
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  •   603 N Main Street, China Grove, NC 28023
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Midge Suite-Arnold offers securities, insurance and investment advisory services offered through FSC Securities Corporation, member FINRA/SIPC. Certain insurance products offered by Midge Suite-Arnold are independent of FSC Securities Corporation. Tax Preparation Services offered through Victory Wealth Management, Inc., which is not affiliated with FSC Securities Corporation.

Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against a loss.

The communication is strictly intended for individuals residing the state(s) of AZ, CA, CT, NC, SC and VA. No offers may be made or accepted from any resident outside the specific states referenced.

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