Do You Need Estate Planning Services
It's important to plan for your future and the financial well-being of your loved ones That is why you need a compassionate and experienced financial advisor
to assist you with estate planning services. We'll create an estate plan that's perfect for you and your family. Mark Renaud can even help your loved ones avoid paying estate taxes and other fees when you are gone. Let us put together an estate plan that protects your assets and ensures your loved ones are provided for.
The Importance of Trust Planning
Trusts are legally-binding documents that protect an individual's assets during a lifetime. They specify the terms pertaining to dispersing assets after death or incapacity. Prevent your assets, property, and wealth from being held up in court. Instead, depend on our team for personalized trust planning. This type of estate planning tool bypasses the expensive and time-consuming probate process. It allows a trustee to carry out your wishes as documented at your death.
There are two types of trusts: revocable and irrevocable. A revocable trust permits you to transfer assets while keeping ownership of the trust while you're alive. An irrevocable trust allows you to disperse your assets and surrender all control. Come to our office for a free consultation to determine which type of trust is right for you.