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Trust planning allows you to direct your personal and financial affairs, ensure your wishes, and protect your assets if you become incapacitated, or upon death, among other things.
Provide an orderly means of administering your personal and financial affairs should you become incapacitated, or upon death
Ensure that your assets are managed for the benefit of your heirs, according to your wishes
Manage your estate tax exposure and avoid probate costs
Provide for a relative or disabled child after your death
Protect assets from a creditor’s claims
Assemble a tax-advantaged charitable gift
At Van Kirk Wealth Advisors, we understand the importance of trust planning and will help you with setting up a trust.
For more information on how Van Kirk Wealth Advisors can help you with personal or corporate trust services, Contact Us to speak with one of our trusted advisors now!
LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial. We do not offer all of these services directly, but can assist with providing a referral. These are additional services to consider when speaking to your attorney, tax advisor, realtor, or other specialized advisor.