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Privacy

Explore key privacy considerations in estate planning with SimplyTrust, ensuring your sensitive information remains protected and confidential.

How does estate planning protect my privacy?

Estate planning can protect your privacy by keeping sensitive details of your financial and personal affairs outside of the public record, which is particularly beneficial when avoiding probate. Trusts, for instance, are private agreements that can help manage and distribute your assets without public scrutiny. By organizing your estate in this way, potential exposure to identity theft and financial fraud can be reduced. Additionally, choosing the right estate planning techniques can minimize public disclosure of your beneficiaries and asset details, ensuring confidentiality in managing your legacy.