Estate Planning

By Mohi Uddin - Monday, March 19, 2018 No Comments

Ensuring Your Wishes are Honored

Your Last Will and Testament ensures your final wishes are honored, providing the management and distribution of assets upon your death. In fact, planning your will and estate is one of the most important steps you can take to protect your loved ones. During the process, it’s also important to choose an executor, or the person you wish to handle your estate.

Choose an Executor With Expertise

Apollo Trust can be named as executor of your estate, so you can feel comfortable that every aspect of your estate plan is carried out. Anyone can be named as your executor – and there is a natural tendency to name a relative or close friend – the responsibility requires time and expertise and can be overwhelming to many. We hope you consider Apollo Trust for this important role.

Naming Apollo Trust as your executor ensures you’ll have experienced, neutral, and efficient professionals dedicated to administering your estate responsibly. We’ll work hard to make the process as pain-free and easy as possible, working closely with your beneficiaries.

As a professional executor, Apollo Trust will receive the same fees as an individual executor, but will have the ability to provide a much higher level of expertise.


Distributing Assets to Loved Ones

A Trust provides managed distribution of your assets while you are living (a living trust) or upon your death (testamentary trust/trust under will). Trusts specify the provisions for investment management and distribution, while assets are held according to your wishes. Trusts can also serve other purposes, like caring for minors or beneficiaries with special needs; providing educational funds for grandchildren; or giving support for charitable organizations.

Choose a Professional, Responsible Trustee

Your trustee will be responsible for distributing assets to beneficiaries according to your directions. It can be a complex task requiring both financial and legal expertise.

Rest assured, if you need assistance, we can serve as professional trustee for you. Our role will be to impartially invest, manage, and distribute trust property, giving you added peace of mind.

Trust Services:

Living Trusts
Testamentary Trusts
Educational Trusts

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Posted My Mehedi Hasan

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