Living trusts are an important part of a complete financial plan. We offer a service through a strategic alliance with The Estate Planning Source, LLC.
- Revocable Living Trust
- Catastrophic Illness Trust
- Family Catastrophic Illness Trust
- Children's Trust (Regular or Special Needs)
- Insurance Preservation Trust
- Insurance Preservation Trust - Spousal Support
- IRA/Qualified Plan Trust or IRA Q-Tip Trust
- Roth IRA Trust
- Gift Trust
- Generation Skipping Trust and Inadvertent Generation Skipping Trust
- Charitable Remainder Trust
- Family Limited Partnership
- Qualified Personal Residence Trust (QPRT)
- Beneficiary Trust
The Estate Planning Source, LLC is not affiliated with or endorsed by FSC.