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Funeral Trust Account

A Funeral Trust is an account to set aside funds for funeral expenses. The funds put in this trust are protected from Medicaid spend-down, nursing homes, hospitals, lawyers, etc. The funds will pay funeral expenses with any excess funds going back to the family tax free. See Rates

Funeral Trust Account Features:

  • Minimum initial deposit of $500 – $15,000
  • One time withdrawal to pay funeral expenses
  • Multi-pay option over 1,3, 5, 7, or 10 years
  • No fees
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