A will defines your final wishes, but a trust covers you in the event of incapacity or death. In the event of incapacity, your trust will ensure that you receive the care you need. It will allow you to set specific guidelines about the management of your assets, giving you peace of mind that you and your family will be protected. Trust documents represent how, when, and to whom you want your assets distributed, no matter the size of your estate. Trusts are customizable to support the different needs of spouses, children, charitable organizations, and others. Bellco is pleased to offer trust services in partnership with MEMBERS® Trust Company.** As trustee or co-trustee, MEMBERS® Trust Company will administer your trust according to your terms, communicate often with beneficiaries, collect, appraise, and distribute assets, file taxes, and more. MEMBERS® Trust Company offers a wide range of services, including but not limited to: the management and administration of revocable trusts, irrevocable trusts, charitable trusts, special needs trusts, spendthrift trusts, and QTIP trusts. Would you like to learn more? A review of your individual situation can help determine whether you could benefit from use of a trust. Please contact Bruce Lamborne at 303-463-7905, or email brucelamborne@gsgllc.com for more information or to schedule a complimentary private consultation. Mr. Lamborne is the dedicated MEMBERS Trust Company representative for Bellco.
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