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Registration for free estate planning seminars is now open.

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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

Chart of the Day: US Almost 50% of the World

Chart of the Day: US Almost 50% of the World

December 19, 2024

Today’s Chart of the Day from Torsten Slok with Apollo shows that the United States now makes up almost 50% of the world’s total stock market value.

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Young African American woman seated on a wooden floor, holding a take-out coffee, with a laptop on her lap, surrounded by bills strewn about her on the floor.
Savings Banking

Why Do I Need a Budget?

December 18, 2024

At its core, a budget is a plan that tracks your income and expenses. It's a tool to ensure you can cover your monthly expenses and save for future...

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Colored charts showing the changes (improvements) in Poverty, Basic Education, Literacy, Democracy, Vaccinations, and Child Mortality across the World's total population for the past 2 centuries.
Chart of the Day

Chart of the Day: Good News for Last 200 Years

December 17, 2024

Today's Chart of the Day, from Our World in Data, shows how the world has improved per 100 people since 1820.

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