Taxes

• Avoiding Probate
  Avoids probate. If property is properly transferred to the trust during your lifetime, it will generally avoid probate upon death, which can often expedite the administration process.

Investment

• Mutual Funds
• Wealth Management
  Wealth Managment Newsletters: Educate wealth management clients about investing, retirement and other topics relevant to them. Customized with advisor or firm branding.

Accounting

• Payroll Services

Planning

• Financial Planning
  "Basics of" Financial Planning Seminars: A 6-module series presents the basics of managing debt, budgeting and other financial wellness subjects. Each module is a PowerPoint presentation and accompanying brochure.
• Retirement Planning
  15-Minute Finance Presentations: This series offers ten highly-engaging Powerpoint presentations that focus on key financial topics related to retirement planning. These brief presentations use animation and graphics to help illustrate concepts, and a dialogue-style narrative to help make the concepts more relevant to participants.
• Long Term Care
• Asset Management
  Asset Allocation Guides: These useful guides help participants determine what kind of investor they are based on risk tolerance, time horizon and their investment goals. Enables them to review and sample investment strategy based on their personal investor profile.
• Living Trusts
  A will is a legal document that states what you want to happen to your assets and who will raise your minor children after you die. A living trust is an agreement you make with a trustee — who holds legal title to your property. It is created and goes into effect while you are still alive.