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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>What Is My Current Cash Flow?</p>

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.
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<p>Preparing For the Ultimate Vacation</p>

Preparing For the Ultimate Vacation

Make your retirement as exciting as your next vacation.
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<p>Lots of Variables with Fixed-Rate Mortgages</p>

Lots of Variables with Fixed-Rate Mortgages

When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
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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