What is this?

The idea of establishing a trust has never been more popular than it is right now.  Large segments of the population believe that by simply creating a trust, their worries are over and their tax bill will be minimal.  Unfortunately that is far from the truth.  Trust Consulting provides our clients with a safe and comfortable place to help determine if a trust is necessary based on their goals and objectives.

How does it help me?

Pry Advisory Group’s Trust Consulting Services helps people in two ways.  First, they help clients that believe a trust may be appropriate for them but are uncertain how to proceed.  Our Trust Consultants walk a client through the Trust Creation process and determine if a trust is feasible and appropriate.  Once this is determined our Consultants help the client pick the appropriate attorney for the task.

Secondly, many clients have already taken the step to create a trust and now, either due to changing laws or lack of knowledge, are unsure if what they have created will achieve the goal it was set out for.  Our Trust Consultants are experts in helping clients understand what they have created and how it would benefit them at the present time and in the future.  Our Consultants will also help clients understand the need for updating as future laws change to make sure the trust documents stay in line with the ever changing tax code.

Who do I contact for questions?

For more information on using the Pry Advisory Group Trust Consulting to create a greater benefit for yourself and your family, contact us at 419-423-4481 or email us at info@PryGroup.com.

What do I need to bring?

For the first meeting bring a list of assets and any current estate planning documents