To Protect. To Plan.
As Americans continue to live longer, many of us are finding it necessary to help elderly parents or relatives manage their personal and financial affairs. Trusts are valuable tools that can help as they offer practical ways to manage investments, retirement, business interests, charitable goals, and your estate.
But plans that may have proven satisfactory at age 65 often require a second look when seniors reach their late seventies, eighties, and nineties. And often it can be a challenge for family members to provide all the help seniors need – children live far away, careers require travel and the nuances of elder care can be overwhelming. That’s where Assured Trust can help.
Many families need assistance that is beyond the scope of a typical trustee, but our extensive team has the experience and flexibility to take care of the needs of your senior.
Assured Trust was founded by a team of professionals dedicated to helping seniors and we know the challenges that our seniors face. We bring a full range of uniquely tailored solutions to provide support for your senior, no matter the situation.
At Assured Trust, we offer:
- Attention to detail
- An understanding of our duties, and a commitment to taking those duties seriously
- An understanding of finances, taxes, investing, accounting, and law
- Great communication skills
- An alignment with your morals and values