Living Trusts
You can specify precisely how your assets are to be managed throughout your life. A living trust is a vehicle that allows you to have peace of mind and to know that your personal and financial objectives will be met.
Retirement Planning
Maximize your returns on your retirement fund with expert guidance. Business owners can bring expertise into their businesses to offer their employees a secure future.
Estate Planning
Conservatorships
In situations involving a minor, the conservator is responsible for the financial management of the estate until the child reaches legal age. A conservator also can be appointed in the case of an adult who is adjudged physically or emotionally unable to handle financial affairs.
Charitable Trusts
Not only is it a gift to your favorite charity, it can also help reduce income tax, eliminate capital gains tax, and lower taxes on your estate.
Executor Services
Upon your death, your executor assembles and values estate assets, pays necessary taxes, distributes estate assets to beneficiaries, and supplies a full accounting for his or her actions in connection with carrying out the terms of your will.
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May Lose Value |
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