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Trust Services

Trusts are an excellent tool for preserving and distributing any accumulated wealth in the most advantageous way. A trust is a legal entity that owns and distributes assets according to the wishes of the individuals establishing the trust. Most of us know trusts as a way to transfer assets from one generation to another, but trusts can also be used to perform such practical jobs as:

  • Managing your investments
  • Reducing or avoiding taxes
  • Avoiding the trouble, expense and delay of probate
  • Ensuring that your financial affairs will be taken care of should you become incapacitated
  • Providing financial support for a spouse or children after your death
  • Protecting your property from fiscally irresponsible beneficiaries
  • Providing financial support for a mentally or physically disabled dependent
  • Determining when, how and to whom your life insurance will be paid
  • Supporting a charitable organization

Effective planning makes the most of your assets, now and in the future. Contact us to find out how we can serve you.

RE: Retirement

RE: Retirement

How does your ideal retirement differ from reality, and what can we do to better align the two?
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And the Executor Is

And the Executor Is

The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
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What Can a Million Dollars Buy You?

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.
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For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

610-882-5670