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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.

<p>When to Self-Insure</p>

When to Self-Insure

Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
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<p>Qualifying For Medicare Under Age 65</p>

Qualifying For Medicare Under Age 65

You might qualify for Medicare if you’re under 65-years-old. This article will explain the conditions where you may qualify for Medicare early.
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<p>What Is an Annuity?</p>

What Is an Annuity?

Annuities are versatile tools that can help you save for retirement and generate income in 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