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.
Financial Consultant
Contact:
P:
(540) 437-7422
T:
(800) 442-7930
F:
(540) 433-1687
Habla Español
Financial Planner
Contact:
P:
(215) 703-0111
T:
(877) 420-9789
F:
(215) 703-0113
Location(s):
Souderton, PA
Financial Planner
Contact:
P:
(717) 733-9414
T:
(877) 318-7319
F:
(717) 721-3132
Location(s):
Ephrata, PA
Financial Consultant
Contact:
P:
(574) 537-8773
T:
(800) 348-7468
F:
(574) 537-3633
Location(s):
Archbold, OH
Berne, IN
N. Main, Goshen, IN
College Ave., Goshen, IN
Financial Consultant
Contact:
P:
(877) 662-9378
T:
(877) 662-9378
F:
(574) 537-6637
Location(s):
Hutchinson, KS
Colorado Springs, CO
North Newton, KS
Financial Planner
Contact:
P:
(319) 449-0953
T:
(877) 656-4242
F:
(319) 448-5864
Location(s):
Kalona, IA
Financial Consultant
Contact:
P:
(330) 857-9988
T:
(800) 986-9988
F:
(330) 857-9900
Location(s):
Kidron, OH
A complimentary online guide to help you organize and clarify your current financial position and accounts, and potential future intentions
At the core, the idea is simple, but powerful: we promise to manage your assets and estate according to what's best for your situation, and make recommendations or provide advice based on your interest--not ours.
Estate and financial planning should be done in consultation with a qualified legal professional.