Licensed Fiduciary #20864
Milestone Trust
A Milestone Trust is a specialized trust document that is created for younger beneficiaries so that they have a pathway to success. This Trust is built around Milestones such as graduations, marriage, first home, first child etc. this way we are rewarding beneficiaries for positive behaviors rather than just giving them money and creating entitlement issues. Many young people do not have goals or know how to create goals for themselves. This trust allows guidance for them after the loss of a loved one. It is designed to keep them on track to a successful future so that they can become productive members of society. Milestones were meant to be celebrated, so gift your loved ones with a rewarding future. Create steppingstones that will continue to guide your loved ones throughout their future.
Don’t let your assets be wasted by your loved one’s bad behaviors or unproductive lifestyle. Protect the Future, Let’s consult together and pave a lifestyle for opportunity and success.
Consulting for this would include: