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Learn how you can achieve your financial goals for yourself and your loved ones at a free seminar. Visit our seminars page to view dates, topics and locations.

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Trust Administration

We’re here to help however we can.

Trust management involves making decisions in the present while trusting someone to carry them out in the future.

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Our trust administrators work alongside you as you make your present decisions, and they ensure that your wishes will be followed. 

Our trust administration services include:
  • Revocable Living Trusts
  • Irrevocable Trusts
  • Charitable Remainder Trusts
  • Grantor Retained Trusts
  • IRA and Roth IRA Management
  • Public or Private Foundation Management
  • Guardianship Management
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Through our premium trust attention, we’ll:
  • Coordinate estimated tax payments working with your tax accountant or preparer
  • Process bills (unlimited) and medical claims
  • Facilitate caregiver services, including transportation
  • Manage your checkbook and any real estate held in trust
  • Arrange home repairs and capital improvements
  • Organize medical and prescription services
  • Make personal visits
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Meet with one of our specialists today for a document review.

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Blog

On Our Minds

Blue map of the united states showing return on investment of homes
Chart of the Day

Chart of the Day: Real Estate Over Five Year Spans

July 25, 2024

Today’s Chart of the Day from ResiClub shows the average 5-year home price return has averaged 26% per state since 1975.

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young black couple sitting on a couch with an open laptop and reviewing some documents as their financial advisor looks on
Chart of the Day

Building a Diversified Investment Portfolio: Balancing Risk and Reward

July 24, 2024

Investing can be complex, but one principle that stands the test of time is diversification. Diversification involves spreading your investments...

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Line graph showing Renter Burden vs. Homeowner Burden changes from 2015 through 2024
Chart of the Day

Chart of the Day: Imbalance of Rent vs. Buy

July 23, 2024

Today’s Chart is from Zillow showing that typically the share of income spent on housing costs for homeowners, such as mortgage, taxes, and...

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