Broker Check

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.

Yours, Mine and Ours: Estate Strategies for Second Marriages

Second marriages are a trigger event to revisit any existing estate strategies.
Learn More

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Learn More

Building Your Legacy

A four-step framework for building a personal legacy.
Learn More

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