Creating a will or a trust is a process rather than an event. It is a hard task that requires the guidance of professional with many years of experience. We advise proper guidance to create a will or trust that would avoid it being subject to controversy after completion.
While you have the last word on your property, our will and trust review services ensure compliance with both state and federal laws.
The Importance of Will/Trust Review
If you are considering a trust, it is best to create a clear fiduciary relationship between the grantor, beneficiaries, and yourself. Whether you have a large estate or business empire, you need a trust that will oversee the property after passing on. The same applies in the case of drafting a will. It has to be legal, valid, and free from any discrepancies.
How We Can Help
An experienced estate planning professional will help you address compliance with property laws, and at the same time, a sense of confidence for your beneficiaries. The advantages of our services are that we take care of any changes to the will or trust in case a curve ball is thrown at you in regards to the will.
At Pence Wealth Management, we are staffed with experienced will and trust professionals ready to assess your will and review for accuracy, errors, and even details that could’ve possibly been left out. Avoid probate situations or conflicts within your family and consult with a us.
Pence Wealth Management and LPL Financial do not offer legal services. Please consult your legal advisor regarding your specific situation. LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.
ESTATE PLANNING SERVICES
Explore our comprehensive estate planning services that fit your unique personal needs and circumstances.
Request An Appointment
At Pence Wealth, we believe that good financial decisions don’t have to be confusing.
If you have any questions or want to schedule a complimentary meeting to discuss your specific questions, please do not hesitate to contact us.
OUR INSIGHTS
Providing resources which cover topics from financial planning to investment clarity.
Pence Perspective Newsletter – Q2 2023
Bottom Line Up Front The combination of [...]
“So, What?” with Dryden Pence – Episode 2
Dryden Pence takes a deeper look into [...]
Bonds ‘Legitimate and Meaningful Alternative’ to Build Income
Bonds ‘Legitimate and Meaningful Alternative’ to Build [...]
B.A.B.Y. Market (Bonds Are Back Y’all)
B.A.B.Y. Market (Bonds Are Back Y’all) Dryden [...]
The 5 P’s Impacting The Market
As market volatility headlines the news, it's [...]
Quarterly Outlook Report – Building America Portfolio Update
Quarterly Outlook Report - Building America Portfolio [...]
SUBSCRIBE TO OUR EVENT UPDATES
Our events create an opportunity for you to get to know us and our process. If you have some challenges, please join one of our events to get your questions answered. If you’re interested, please subscribe and we’ll keep you updated on our upcoming scheduled events.