Creating Trusts to Help Your Manage Your Assets
DeHollander Financial Group can play an active role in your legacy planning. We can partner with you and work alongside an estate attorney to establish a trust to help ensure that the legacy that you desire is carried out according to your wishes. We deliver fiduciary and investment management guidance.
Our team of professionals can help you:
- Control how your assets are distributed
- Potentially reduce taxes and transfer costs
- Protect your assets according to your intentions
- Create a lasting financial legacy