Trust Services

R⁴ Makes It Easier To Get Your Affairs in Order

Making end-of-life decisions is never easy, but R⁴’s estate planning services make it easier for you to get your affairs in order at any stage of your life. We help you plan now so that you and your beneficiaries avoid pitfalls later.

Trusts are key components in estate plans. It is a flexible tool that allows you to determine how you want your wealth distributed after your death. A third-party trustee manages the assets held in a trust for your beneficiaries. The benefits of this arrangement include:

• No probate: Your heirs or the receiving charity do not have to wait for the assets to pass through probate.
• Greater control: You can spell out who receives what portion of your estate and when. You can also set it up so that you continue to have access to your assets during your lifetime.
• Better legacy protection: A well-crafted arrangement protects your assets from your heirs’ creditors and poor financial decisions.

Your financial advisor helps you to set up a trust and organize the rest of your estate plan. You decide what you want to happen with your estate and make decisions about your health care arrangements. Your R⁴ advisor makes sure all of the legal documents are to ensure your wishes are followed.

R⁴ specializes in holistic financial planning. We can help you plan for the future of your estate. Contact an advisor today at (856) 866-0028 to secure your assets for your beneficiaries.

LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.