THINK YOU’RE NOT “WEALTHY ENOUGH TO HAVE A LIVING TRUST? Think again. A living trust is an important step in safeguarding you, your family and your assets if any of the following apply to you...
- Hold more than $50,000 in assets
- Own a home or other property
- Own a business
- Minor children to protect
- Care for special-needs dependant
1 IN 5 SENIORS WILL BE EXPLOITED BY AN INVESTMENT SCAM OR FINANCIAL FRAUD. Estate planning gives you the power to safeguard yourself, family and assets from elder abuse. Protection includes ...
- Legally shelter your money and assets
- Ensure your wishes are followed in the event of an ill ness or incapacity
- Enable trusted family members to help when needed
- Determine elegibility for public benefits and assistance
ARE YOU GOING TO ALLOW A PROBATE COURT TO DECIDE YOUR FAMILY’S FUTURE? Protect your family and avoid probate court with a Revocable Living Trust. Protection includes...
- Prepare for incapacity; plan for legacy
- Avoid court costs; minimize taxes and legal fees
- Maintain your privacy
- Identfy a trusted guardian for minor children
- Ensure immediate availability of resources for your family
WHO’S GOING TO CALL THE SHOTS IF YOU’RE THE VICTIM OF AN ACCIDENT OR STROKE, OR IF CANCER OR DEMENTIA STRIKE? A living trust portfolio enables you to control how you, your family and your assets will be cared for should illness or incapacity strike...
- YOU decide how you’ll be cared for...not someone else
- Ensure the courts don’t control your assets
- Resume full control upon recovery
ASK ABOUT OUR NEW ESTATE PLANNING SERVICES
Together we’ve built the foundation for a better tomorrow. Our easy and affordable estate planning services enable you to...
