Protect Your Loved Ones with Simple Wills & Trusts
We’ve partnered with Trust & Will to bring our clients an easy, free online estate planning tool. Trust & Will, recognized as a leader in the industry, has successfully guided nearly a million families in securing their future. Together, we strive to help you safeguard your family’s future.
- Free to our clients: free options to make estate planning accessible for all of our clients.
- Professional Assistance: Trust & Will support and guidance whenever you need it.
- Simple & Efficient: Complete your will or trust online with straightforward, step-by-step instructions in just 30 minutes.
- Tailored Legal Documents: Attorney-designed, state-specific forms customized for your family’s requirements.
Now is the best time to get your affairs in order. Don’t wait for another sign to create your estate plan. Begin Securing Your Family’s Future with Trust & Will Now!
KWA does not provide legal advice and the trust and will is a separate entity.
Will
A comprehensive plan detailing who will care for your children, the distribution of your assets, and your preferences for personal care when needed.
Trust
Gain the full benefits of a Will while also minimizing the stress on your loved ones, avoiding unnecessary legal fees, and bypassing probate court.
Differences Between Trusts & Wills
Let us assist you in selecting the right plan for your needs.
Karpf, White & Associates
Wealth Management
Office: 475-227-0075
Fax: 203-900-8719
388 E. Main St., #24L
Branford, CT 06405
mark@karpfwhitewealth.com
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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by ArekMD to provide information on a topic that may be of interest. ArekMD is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.
Mark White, Russell Karpf and Michael Taverner are Registered Representatives is a Registered Representative with, and Securities and Advisory Services offered through, LPL Financial, a Registered Investment Advisor. Member FINRA & SIPC.
The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AZ, CA, CT, DC, DE, FL, GA, MA, MD, ME, MN, NC, NE, NH, NJ, NY, OH, PA, RI, SC, TX, UT, VA, WA