CONNECT

Address:

266-6B Poverty Lane
Lebanon, NH 03766-2732

Phone:

,203 / 879-0842 (CT),603 / 727-9438 (NH) ,877 / 533-9333 (Toll Free)

Fax/Other:

,603 / 727-9632

Trust and Estate Planning

Our Personal Trust Service Group can provide the very latest in estate planning tools and solutions. A wealth of benefits are offered by some of the most common types of trusts we administer:

  • Qualified Terminable Interest Property Trust
  • Charitable Remainder Trust
  • Dynasty Trust
  • Grantor Retained Trust
  • Revocable Living Trust
  • Family Trust

Too often, setting up a Trust means having to establish a new relationship for investment management. However with the broad range of investment programs available through our firm, we have the ability to create an investment strategy appropriate for the objectives of your Trust, even when it includes non-financial assets such as real estate, collectibles, or the assets of closely-held businesses.

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Check the background of this financial professional on FINRA's BrokerCheck