Flexibility In Investment Options

YOUR ESTATE WILL OFTEN INCLUDE NONTRADITIONAL ASSETS AND MAY INCLUDE INVESTMENTS BROKERED OR HELD AT DIFFERENT INSTITUTIONS.  YOU NEED A TRUSTEE THAT WILL HANDLE ALL OF THOSE ASSETS AND ARRANGEMENTS.

You may want your estate to include nontraditional assets, such as real estate or personal property.  You need a trustee that is willing to handle all assets, and treat them the same as they would the cash and securities of the trust.

You may also have an existing brokerage relationships, where you want securities investments held.  Perhaps it is linked to your personal checking or credit card services.  Perhaps it is linked to your business accounts or relationships.  You need to have all of those relationships kept intact and included in your trust estate, and you need a trustee that is willing to do so.

At Providence First, we have the flexibility you need.  We are able to handle nontraditional assets, and even have a specialty in real estate investments and holdings in trust.  We are also able to work with any brokerage or clearinghouse you choose, any bank or savings and loan you choose, and any broker or other professional you choose.  

No where else will you find the flexibility in investment options available with a completely independent trustee, such as Providence First Trust Company.  It is the flexibility you need to make your estate plan as complete and optimal as possible.

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