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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.

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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Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement.
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Catch-Up Contributions

Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
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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