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The protection you need, when you need it most to protect you and your families assets.
Our brokerage acts as a broker (or agent) when it executes orders on behalf of clients.
With an annuity, the insurance company will pay you income for a period of time.
Our trusted CPA’s act as consultants on many issues, including taxes and accounting.
Safeguard Estate and Financial Planning
What Exactly is a Living Trust?
When someone passes away, their Assets & Wealth typically go through a lengthy legal process called “Probate.”
The problem with Probate is that it is often expensive, difficult, and time-consuming.
Creating a “Living Trust” helps a family to bypass the difficult process of Probate and allow their Assets + Wealth to smoothly transition down to their Heirs.
It also prevents family members from battling over one’s Assets and Wealth after they’re gone.
A living trust clearly spells out who gets what, AND the Wealth is not excessively taxed via the legal process of Probate.
Getting a Living Trust is much more simple and easy than most people would think.
We’re holding an upcoming webinar on how to get a living trust. You can click “register” to attend one of our upcoming webinar dates.