RSS Feed

Welcome and thank you for stopping by. Our blog sets the heading to separate financial fiction from financial fact to help keep you afloat and stay the course. From 401(k) IRA Rollovers to Life Insurance, Living Trusts, Social Security, Annuity Rates and everything in between, we are here to educate the community about important financial topics that affect your estate and retirement plans.

What is Estate Planning and Why You Need To Do It.

First let's define an Estate and Estate Planning. An Estate is the total property, real and personal, owned by an individual prior to distribution because of death through a Trust or Will. Real property is real estate and personal property is everything else. Bank accounts, stocks, bonds, mutual funds, household items and cars. Estate Planning is the process by which an individual or family arranges the transfer of assets in anticipation of death. An estate plan aims to preserve the maximum amount of wealth possible for the intended beneficiaries and flexibility for the individual prior to death. Trusts and wills are common ways in which individuals transfer their wealth to their childre

Archive
Search By Categories
Follow Us
  • Facebook Basic Square
  • Twitter Basic Square
  • LinkedIn Social Icon
Recent Posts
Featured Posts

You’ve probably been planning for retirement in some way, shape, or form for many years. Maybe you participate in your company’s 401(k) plan or set aside money in a traditional or Roth IRA. Maybe your employer offers a pension plan. As you get closer to retirement, it’s important to plan for your retirement income in specific detail.

Download our complimentary guide today!

 

LOOK NO FURTHER. LET'S GET STARTED TODAY.

The future depends on the actions you take today. Contact us now.

We want to hear from you and encourage you to keep in touch! The Trust Group Financial Services proudly serves clients in our office and for your convenience at your residence. Choose the best option for you and let’s open the door to conversation and a lasting relationship. 

The Trust Group Financial Services, LLC.

Like our Facebook page and get the latest updates from The Trust Group Financial Services.

Hours

Schedule an Appointment Online >>

Monday - Friday: 9am - 5pm

Saturday: By Appointment

Sunday: Closed

Copyright © 2019 | The Trust Group Financial Services | All Rights Reserved

Privacy Policy

Thank you to our wonderful clients!

JAMESS SPICUZZA | THE TRUST GROUP FINANCIAL SERVICES | FLORIDA DEPARTMENT OF FINANCIAL SERVICES