Let Your Peace of Mind
Grow With Us!
WHAT IS A LIVING TRUST?
- A Living Trust is a very simple tool that is used to transfer title (or ownership) of your assets when you have passed away.
- A Living Trust accomplishes what most of us believe our Will should.
It allows you to appoint a person (or persons) who can take over when you pass away & instantly take control, sell your assets, close accounts, and distribute the income based upon your wishes.
NO STATE OR ATTORNEY INVOLVEMENT…. AT ALL!
Join Us To Learn More - RSVP For This Event NOW!
Our Team Can Also Help With -
- Trust and Estate Administration
- Pension and Survivorship Facilitators
- Coordinate and Oversee Retirement & Investment Programs
- Trusted Advisor / Estate Coach Services
- Retirement and Annuity Programs
- Financial Planning / Estate Preservation
- Estate Plan: Living Trust, Will, POA, Advanced Directives
- Day-to-Day Bill Paying and Secure Mail Management
- Manage Partial or Full Estate
- Personal Representative
- Appointed Successor Trustee, Executor
- Financial Power of Attorney
- Durable Power Of Attorney
- Conservator of Person & Estate
- Probate and Administration
- Insurance Review: Life and Long-Term Care
You must be logged in to post a comment.