Revocable Living Trust is a way to obtain specialized financial services that can protect you and your family.  It can provide professional investment management that your disability or death will not interrupt.

 Revocable Living Trust  is a legal arrangement between three parties.  The first person – the grantor or creator – establishes the trust, so that someone else – the trustee – can hold and manage assets to benefit a third person – the beneficiary.

 You are never locked in.

Once you have established a Revocable Living Trust, you can revise it to keep up with changes in your finances or family. Whenever you want, you can:

              •  Add assets or withdraw them from your trust

              •  Change the responsibilities you want your trustee to handle

              •  Name one or more new beneficiaries or even substitute a new trustee

Call today or talk to a Private Client Services representative to get more information!

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