Broker Check

Estate Planning

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.