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.

Setting Up a Trust Can Help:

  • 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.

The Benefits of Naming a Professional Trustee Include:

  • Loyalty and independence to carry out your wishes
  • Knowledgeable management, protection, and defense of trust assets
  • Experienced oversight of the investment process to be carried out by Van Kirk Wealth Advisors
  • Asset Management
  • Timely and accurate statements of the account to keep you and all current beneficiaries informed
  • Consistent annual reviews
  • Accountable collection and prudent distribution of income and assets
  • Tax reporting, filing, and comprehensive regulatory compliance on behalf of the 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.


Financial Planning

Many individuals confuse financial planning with general savings and investing advice. While how to save (and how much!), and where and when to invest those savings, is every bit important, prudent Financial Planning goes much beyond the realm of just saving and investing.

Investment Planning

While many of us don’t realize it, we are constantly engaged in subconscious acts of investment planning. We plan how we can best invest the limited time we have at our disposal. Would the 2-hours we have best be spent visiting a friend at the hospital, or would it be better invested?

Estate Planning

For some people, financial planning is mainly concerned with how best to go about building a nest egg, and how to make it last through retirement. But for many, there is a desire to ensure their estate delivers benefits beyond their own retirement, and produces a lasting legacy even after they’ve passed.

Retirement Planning

Long before retirement even hits our radars, we’re planning what type of education, skills training and professional designations we’ll acquire. We also spend a lot of time planning which industries are the best place to work in, and which employers to work for.