MTC Revocable Living Trust

A Revocable Living Trust is a legal document drafted during your lifetime that states how you want your assets managed and distributed upon your death, or in the event of your incapacity. Trusts help avoid probate, conservatorship proceedings, and maintain post-death control of assets.

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MTC FlexIRA Brochure

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Client Copy: MTC Revocable vs. Irrevocable Trust Handout