DO I NEED A TRUST OR A WILL TO PROTECT MY ESTATE? 

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To put it simply, a trust is a legal agreement that specifies
how and when you want to give your assets (including the sentimental ones),
to your  loved ones or nonprofits.

In reality, there are many different kinds, terms, structures, and tax laws that make up the trust environment, which can be really complex. 

Estate planning through a trust can give you the assurance that your assets will be safeguarded and allocated in accordance with your desires. Although creating a trust can be more time-consuming than creating a will, there are a number of possible advantages, such as:

Greater Flexibility & Control
Minimizing Conflict
​Avoiding Probate
Maintaining Privacy
Protection from Creditors / Lawsuits
Minimizing Taxes

When it comes to having the confidence that your wishes will be fulfilled and that the people and causes you care about will be looked after the way you want, having a trust is well worth the time and effort. Let us help you get started.

OUR SERVICES

Retirement Planning   │   Annuities   │   Long-Term Care

Estate Planning / Trust & Wills   │   Life Insurance

Wealth Accumulation   │   IRA & 401(k) Rollovers

SECURING A SAFE FINANCIAL FUTURE

As you get closer to retirement, you may find yourself doubting
your current plans and begin asking yourself more and more questions:

-  When can I retire with the lifestyle I desire?
-  How much will I really need to retire?
-  Will I outlive my retirement savings?
-  Do I know ALL of my retirement options?
​And so on.​​

The answers to these questions will vary for every person of course,
depending on your personal circumstances and current financial situation.

With our extensive experience, information, and resources, we will thoroughly evaluate your plan.
We work right along with you to find the best solutions to your retirement questions
​and alleviate any uncertainties you may have about your future.

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