Trusts are a great way to financially provide for your family after your death, while avoiding the costs and delays of probate. Trusts also allow you to better protect your assets from creditors and designate how your assets are distributed after you pass.
Have charitable interests? Charitable trusts are a great way to fulfill your charitable goals while potentially minimizing your taxes.
Everence can serve as your fiduciary – an executor for your will or the trustee for your estate held in a trust
This role also means we promise to manage your assets and investments according to what's best for your situation, and make recommendations or provide advice based on your interests – not ours.
We would be pleased to help you with additional resources to help you think about and plan for life's moments. This can include comprehensive financial planning, charitable and legacy concerns and intentions, to thinking about and managing family and life transitions.
We can serve as a fiduciary for you as an executor for your will or the trustee for your estate held in a trust. Contact us for a preliminary review of your situation.
A complimentary online guide to help you organize and clarify your current financial position and accounts, and potential future intentions
Estate and financial planning should be done in consultation with a qualified legal professional.
