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Service
Personal Trust - Providing Security and Protection
Service Description

Personal Trusts can ensure the care and financial well being of a minor, spouse, or elderly relative - or yourself in the event you become disabled. Personal Trusts can also minimize Federal Estate Taxes and provide solid protection of your assets. These trusts often play an essential role in the financial planning process. We can help with:

• Living (Inter Vivos) Trusts
• Testamentary Trusts
• Section 142 Trusts
• Trusts for Minors
• Section 867 Guardianship Trusts
• Standby Trusts