We know that you went through careful consideration when you set up your trust, working with your lawyer, bank, insurance agent, and financial advisor. This was not a decision that was taken lightly, but it may have been a while since you have had a group of compensated professionals review your plans to make sure they are still on track.
Consider the following:
- Are the investments in your charitable or family trust aligned with your current interests?
- Does the insurance policy in your irrevocable trust have too much cash value that you cannot access?
- Is your trust’s investment performance what it used to be?
- Has your insurance agent discussed how you might benefit from the changes that have occurred over the last 5 years to lower your premiums, increase your coverage, or extend your guarantee period?
Whether you are the beneficiary of a trust, individual trustee, or corporate trustee, we have the knowledge and experience to help you perform a due diligence review and identify areas to improve your situation.
Council Financial has helped corporate trustees identify ways to improve their client’s situation and saved trustees thousands of dollars on their life policies while offering stronger guarantees. We have helped trust beneficiaries re-align the trust’s investment performance with their objectives in mind. Let us start working for you today.
While we would like to offer our services to everyone, we first need to make sure that specific criteria are met. Please take a moment and look at the following questions. Please click here. |
|
