It is a common misconception that only the wealthy can benefit from a trust. Since most people are not going to be subject to estate and inheritance taxes, they think a Will is sufficient.
Although some trusts are indeed created to address such tax issues, most often trusts are used for other more practical reasons than you may have imagined. For example, trust can be used to manage your affairs for you when you are no longer able to do so, or to care for a spouse, children, or other loved ones.
Bellco is pleased to offer trust services in partnership with MEMBERS® Trust Company. Their experienced team of trust professionals can provide the personal attention, knowledgeable service, and affordable options that will make it possible for you to carry out your wishes.
MEMBERS Trust Company offers a wide range of personal trust services, including estate planning, estate settlement, and management and administration of many kinds of trusts - living trusts, trusts created by your Will, and trusts for special circumstances.
Would you like to learn more?
A review of your individual situation can help determine whether you could benefit from use of a trust. Please contact Bruce Lamborne at 303-463-7905, or email firstname.lastname@example.org for more information or to schedule a complimentary private consultation. Mr. Lamborne is the dedicated MEMBERS Trust Company representative for Bellco.